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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 | $311,829 | $89,259+249.4% | $107,187+190.9% | $82,637+277.3% |
| Participation rate | 57.5% | 67.9%-10.4pp | 75.0%-17.5pp | 68.1%-10.6pp |
| Annual return | 15.42% | 21.02%-5.6pp | 204.55%-189.1pp | 53.51%-38.1pp |
| Employer contribution / active EE | $3,854 | $3,080+25.1% | $3,782+1.9% | $2,552+51.0% |
| Participant deferral / active EE | $3,967 | $4,037-1.7% | $5,096-22.1% | $4,126-3.9% |
| Admin fee / account holder | $18,171 | $7,381+146.2% | $9,162+98.3% | $7,339+147.6% |