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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 | $76,407+419.6% | $150,298+164.2% | $82,448+381.6% |
| Participation rate | 54.8% | 66.4%-11.6pp | 77.8%-23.0pp | 68.1%-13.3pp |
| Annual return | 15.17% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $4,088 | $2,614+56.4% | $4,154-1.6% | $2,551+60.2% |
| Participant deferral / active EE | $6,076 | $3,214+89.0% | $5,453+11.4% | $4,139+46.8% |
| Admin fee / account holder | $22,895 | $6,352+260.4% | $14,116+62.2% | $7,234+216.5% |