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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 | $89,259+281.6% | $107,187+217.8% | $82,637+312.2% |
| Participation rate | 46.2% | 67.9%-21.8pp | 75.0%-28.9pp | 68.1%-21.9pp |
| Annual return | 13.13% | 21.02%-7.9pp | 204.55%-191.4pp | 53.51%-40.4pp |
| Employer contribution / active EE | $7,611 | $3,080+147.1% | $3,782+101.2% | $2,552+198.2% |
| Participant deferral / active EE | $3,814 | $4,037-5.5% | $5,096-25.2% | $4,126-7.6% |
| Admin fee / account holder | $13,802 | $7,381+87.0% | $9,162+50.6% | $7,339+88.1% |