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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 | $340,635 | $88,672+284.1% | $105,223+223.7% | $82,448+313.2% |
| Participation rate | 46.2% | 67.9%-21.8pp | 75.0%-28.9pp | 68.1%-21.9pp |
| Annual return | 13.13% | 30.86%-17.7pp | 180.65%-167.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $7,611 | $3,048+149.7% | $3,689+106.4% | $2,551+198.4% |
| Participant deferral / active EE | $3,814 | $4,036-5.5% | $5,072-24.8% | $4,139-7.9% |
| Admin fee / account holder | $13,802 | $7,146+93.1% | $8,859+55.8% | $7,234+90.8% |