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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 | $408,132 | $275,752+48.0% | $256,809+58.9% | $198,609+105.5% |
| Participation rate | 25.0% | 89.2%-64.2pp | 88.5%-63.5pp | 82.4%-57.4pp |
| Annual return | 20.80% | 34.81%-14.0pp | 32.73%-11.9pp | 202.70%-181.9pp |
| Employer contribution / active EE | $3,020 | $7,721-60.9% | $7,263-58.4% | $5,055-40.3% |
| Participant deferral / active EE | $5,875 | $10,037-41.5% | $9,520-38.3% | $6,977-15.8% |
| Admin fee / account holder | $102,688 | $25,716+299.3% | $25,146+308.4% | $19,030+439.6% |