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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 | $470,162 | $86,288+444.9% | $111,306+322.4% | $85,851+447.6% |
| Participation rate | 44.4% | 73.3%-28.9pp | 77.3%-32.9pp | 69.3%-24.9pp |
| Annual return | 15.98% | 19.99%-4.0pp | 54.67%-38.7pp | 318.63%-302.7pp |
| Employer contribution / active EE | $1,356 | $2,044-33.7% | $2,732-50.4% | $2,565-47.1% |
| Participant deferral / active EE | $3,795 | $3,641+4.2% | $4,488-15.4% | $3,952-4.0% |
| Admin fee / account holder | $41,346 | $8,189+404.9% | $7,966+419.0% | $6,261+560.4% |