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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 | $517,805 | $182,442+183.8% | $163,379+216.9% | $138,895+272.8% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.8%-21.3pp | 79.9%-24.4pp |
| Annual return | 13.47% | 72.74%-59.3pp | 63.41%-49.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,012 | $4,159-75.7% | $3,752-73.0% | $4,194-75.9% |
| Participant deferral / active EE | $9,045 | $6,817+32.7% | $6,282+44.0% | $6,396+41.4% |
| Admin fee / account holder | $61,403 | $10,396+490.7% | $9,818+525.4% | $12,562+388.8% |