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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 | $398,586 | $108,825+266.3% | $156,181+155.2% | $82,448+383.4% |
| Participation rate | 56.0% | 72.4%-16.4pp | 78.8%-22.8pp | 68.1%-12.1pp |
| Annual return | 22.80% | 20.59%+2.2pp | 64.87%-42.1pp | 41.64%-18.8pp |
| Employer contribution / active EE | $1,639 | $2,870-42.9% | $4,294-61.8% | $2,551-35.7% |
| Participant deferral / active EE | $3,074 | $4,577-32.8% | $6,132-49.9% | $4,139-25.7% |
| Admin fee / account holder | $44,930 | $9,341+381.0% | $14,586+208.0% | $7,234+521.1% |