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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 | $410,237 | $102,245+301.2% | $89,340+359.2% | $137,256+198.9% |
| Participation rate | 59.1% | 74.9%-15.8pp | 69.6%-10.5pp | 80.0%-20.9pp |
| Annual return | 10.50% | 21.89%-11.4pp | 20.57%-10.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,178 | $2,529-53.4% | $2,231-47.2% | $4,156-71.7% |
| Participant deferral / active EE | $1,571 | $4,436-64.6% | $3,823-58.9% | $6,407-75.5% |
| Admin fee / account holder | $2,494 | $8,085-69.2% | $6,704-62.8% | $12,270-79.7% |