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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 | $399,066 | $117,895+238.5% | $102,460+289.5% | $145,897+173.5% |
| Participation rate | 43.5% | 78.6%-35.2pp | 76.5%-33.0pp | 80.3%-36.8pp |
| Annual return | 14.02% | 31.92%-17.9pp | 29.47%-15.4pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,450 | $3,619-59.9% | $3,025-52.1% | $4,663-68.9% |
| Participant deferral / active EE | $7,252 | $5,736+26.4% | $5,056+43.4% | $6,689+8.4% |
| Admin fee / account holder | $39,933 | $13,353+199.1% | $9,460+322.1% | $13,390+198.2% |