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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 | $347,047 | $108,825+218.9% | $156,181+122.2% | $82,448+320.9% |
| Participation rate | 55.9% | 72.4%-16.5pp | 78.8%-22.9pp | 68.1%-12.2pp |
| Annual return | 13.24% | 20.59%-7.3pp | 64.87%-51.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,415 | $2,870-50.7% | $4,294-67.1% | $2,551-44.5% |
| Participant deferral / active EE | $6,599 | $4,577+44.2% | $6,132+7.6% | $4,139+59.4% |
| Admin fee / account holder | $38,076 | $9,341+307.6% | $14,586+161.0% | $7,234+426.3% |