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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 | $396,347 | $81,208+388.1% | $98,916+300.7% | $79,858+396.3% |
| Participation rate | 63.0% | 72.5%-9.5pp | 76.0%-13.1pp | 69.6%-6.7pp |
| Annual return | 18.26% | 60.99%-42.7pp | 196.45%-178.2pp | 31.72%-13.5pp |
| Employer contribution / active EE | $2,052 | $1,960+4.7% | $2,689-23.7% | $2,471-17.0% |
| Participant deferral / active EE | $9,883 | $3,265+202.7% | $4,245+132.8% | $3,740+164.2% |
| Admin fee / account holder | $25,543 | $6,013+324.8% | $6,642+284.5% | $5,306+381.4% |