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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 | $312,997 | $93,345+235.3% | $119,126+162.7% | $87,485+257.8% |
| Participation rate | 48.3% | 68.7%-20.4pp | 75.8%-27.4pp | 68.9%-20.6pp |
| Annual return | 12.33% | 19.08%-6.8pp | 282.11%-269.8pp | 26.06%-13.7pp |
| Employer contribution / active EE | $3,096 | $3,172-2.4% | $4,034-23.3% | $2,596+19.2% |
| Participant deferral / active EE | $3,772 | $4,099-8.0% | $5,318-29.1% | $4,274-11.7% |
| Admin fee / account holder | $44,041 | $8,039+447.9% | $10,693+311.9% | $7,775+466.5% |