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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 | $397,049 | $78,690+404.6% | $161,489+145.9% | $87,485+353.9% |
| Participation rate | 54.8% | 67.5%-12.7pp | 78.7%-23.9pp | 68.9%-14.2pp |
| Annual return | 15.17% | 32.74%-17.6pp | 89.72%-74.6pp | 26.06%-10.9pp |
| Employer contribution / active EE | $4,088 | $2,588+57.9% | $4,268-4.2% | $2,596+57.4% |
| Participant deferral / active EE | $6,076 | $3,311+83.5% | $5,630+7.9% | $4,274+42.2% |
| Admin fee / account holder | $22,895 | $6,724+240.5% | $16,006+43.0% | $7,775+194.5% |