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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 | $444,948 | $76,371+482.6% | $93,621+375.3% | $72,976+509.7% |
| Participation rate | 7.3% | 71.8%-64.4pp | 75.8%-68.5pp | 69.5%-62.2pp |
| Annual return | 16.71% | 25.82%-9.1pp | 32.76%-16.1pp | 81.02%-64.3pp |
| Employer contribution / active EE | $1,908 | $2,276-16.2% | $2,719-29.8% | $2,440-21.8% |
| Participant deferral / active EE | $4,211 | $3,538+19.0% | $4,070+3.5% | $3,608+16.7% |
| Admin fee / account holder | $19,024 | $6,839+178.2% | $7,890+141.1% | $5,124+271.3% |