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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 | $343,334 | $101,798+237.3% | $165,071+108.0% | $80,935+324.2% |
| Participation rate | 52.6% | 71.8%-19.2pp | 78.6%-26.0pp | 67.7%-15.0pp |
| Annual return | 54.56% | 16.73%+37.8pp | 70.17%-15.6pp | 35.66%+18.9pp |
| Employer contribution / active EE | $1,256 | $2,954-57.5% | $4,347-71.1% | $2,757-54.4% |
| Participant deferral / active EE | $2,706 | $4,476-39.6% | $6,035-55.2% | $4,299-37.1% |
| Admin fee / account holder | $22,969 | $8,221+179.4% | $12,695+80.9% | $6,924+231.7% |