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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 | $477,940 | $124,425+284.1% | $112,040+326.6% | $137,256+248.2% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 15.04% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,072 | $3,411-39.3% | $2,954-29.9% | $4,156-50.1% |
| Participant deferral / active EE | $10,360 | $5,718+81.2% | $5,098+103.2% | $6,407+61.7% |
| Admin fee / account holder | $90,708 | $15,207+496.5% | $12,098+649.8% | $12,270+639.3% |