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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $368,308 | $107,733+241.9% | $92,985+296.1% | $154,746+138.0% |
| Participation rate | 60.0% | 74.6%-14.6pp | 69.5%-9.5pp | 80.7%-20.7pp |
| Annual return | 12.13% | 30.39%-18.3pp | 27.99%-15.9pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,391 | $3,126-23.5% | $2,662-10.2% | $4,379-45.4% |
| Participant deferral / active EE | $4,491 | $5,053-11.1% | $4,377+2.6% | $6,730-33.3% |
| Admin fee / account holder | $105,944 | $11,369+831.9% | $9,463+1019.5% | $14,365+637.5% |