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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 | $282,238 | $94,031+200.2% | $115,768+143.8% | $82,448+242.3% |
| Participation rate | 48.7% | 70.4%-21.7pp | 74.4%-25.7pp | 68.1%-19.4pp |
| Annual return | 13.27% | 20.61%-7.3pp | 100.46%-87.2pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,150 | $2,323-7.5% | $2,940-26.9% | $2,551-15.7% |
| Participant deferral / active EE | $4,394 | $3,972+10.6% | $4,917-10.6% | $4,139+6.2% |
| Admin fee / account holder | $39,372 | $10,249+284.1% | $12,439+216.5% | $7,234+444.2% |