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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 | $117,846+238.6% | $102,434+289.6% | $145,884+173.6% |
| Participation rate | 43.5% | 78.6%-35.1pp | 76.5%-33.0pp | 80.3%-36.8pp |
| Annual return | 14.02% | 31.90%-17.9pp | 29.46%-15.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,450 | $3,615-59.9% | $3,023-52.0% | $4,662-68.9% |
| Participant deferral / active EE | $7,252 | $5,733+26.5% | $5,055+43.5% | $6,690+8.4% |
| Admin fee / account holder | $39,933 | $13,356+199.0% | $9,462+322.0% | $13,392+198.2% |