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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 | $392,414 | $99,380+294.9% | $90,312+334.5% | $155,188+152.9% |
| Participation rate | 42.9% | 77.3%-34.5pp | 72.9%-30.0pp | 80.8%-37.9pp |
| Annual return | 14.63% | 19.35%-4.7pp | 18.90%-4.3pp | 148.84%-134.2pp |
| Employer contribution / active EE | $2,007 | $2,390-16.0% | $2,243-10.5% | $4,248-52.8% |
| Participant deferral / active EE | $1,853 | $4,212-56.0% | $3,749-50.6% | $6,531-71.6% |
| Admin fee / account holder | $11,964 | $9,766+22.5% | $8,248+45.1% | $14,480-17.4% |