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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 | $532,375 | $112,729+372.3% | $98,716+439.3% | $137,256+287.9% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.3%-16.0pp | 80.0%-26.6pp |
| Annual return | 15.82% | 38.48%-22.7pp | 31.81%-16.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,932 | $2,725-29.1% | $2,279-15.2% | $4,156-53.5% |
| Participant deferral / active EE | $6,833 | $4,640+47.3% | $4,048+68.8% | $6,407+6.6% |
| Admin fee / account holder | $35,834 | $10,129+253.8% | $8,703+311.8% | $12,270+192.0% |