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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 | $558,370 | $87,060+541.4% | $105,591+428.8% | $80,911+590.1% |
| Participation rate | 43.8% | 70.4%-26.7pp | 75.3%-31.5pp | 67.6%-23.9pp |
| Annual return | 20.88% | 17.05%+3.8pp | 116.43%-95.5pp | 35.63%-14.7pp |
| Employer contribution / active EE | $2,001 | $2,396-16.5% | $3,166-36.8% | $2,756-27.4% |
| Participant deferral / active EE | $6,365 | $3,986+59.7% | $5,008+27.1% | $4,297+48.1% |
| Admin fee / account holder | $14,574 | $8,442+72.6% | $11,024+32.2% | $6,935+110.2% |