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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 | $114,712+202.5% | $173,730+99.8% | $87,485+296.7% |
| Participation rate | 55.9% | 73.0%-17.1pp | 79.6%-23.7pp | 68.9%-13.0pp |
| Annual return | 13.24% | 20.18%-6.9pp | 19.96%-6.7pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,415 | $2,904-51.3% | $4,577-69.1% | $2,596-45.5% |
| Participant deferral / active EE | $6,599 | $4,642+42.2% | $6,326+4.3% | $4,274+54.4% |
| Admin fee / account holder | $38,076 | $10,210+272.9% | $17,523+117.3% | $7,775+389.7% |