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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 | $341,051 | $99,875+241.5% | $146,866+132.2% | $86,983+292.1% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.5%-17.1pp | 69.5%-4.2pp |
| Annual return | 16.85% | 28.10%-11.3pp | 102.85%-86.0pp | 25.83%-9.0pp |
| Employer contribution / active EE | $3,341 | $3,224+3.6% | $4,425-24.5% | $2,584+29.3% |
| Participant deferral / active EE | $7,177 | $6,322+13.5% | $7,759-7.5% | $4,194+71.1% |
| Admin fee / account holder | $60,955 | $7,838+677.7% | $13,620+347.5% | $7,856+675.9% |