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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 | $534,421 | $185,312+188.4% | $161,489+230.9% | $154,746+245.4% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 14.62% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,015 | $4,769-57.7% | $4,268-52.8% | $4,379-54.0% |
| Participant deferral / active EE | $8,333 | $6,350+31.2% | $5,630+48.0% | $6,730+23.8% |
| Admin fee / account holder | $7,113 | $18,654-61.9% | $16,006-55.6% | $14,365-50.5% |