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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 | $87,106+541.0% | $105,607+428.7% | $80,935+589.9% |
| Participation rate | 43.8% | 70.4%-26.7pp | 75.3%-31.5pp | 67.7%-23.9pp |
| Annual return | 20.88% | 17.01%+3.9pp | 116.11%-95.2pp | 35.66%-14.8pp |
| Employer contribution / active EE | $2,001 | $2,396-16.5% | $3,167-36.8% | $2,757-27.4% |
| Participant deferral / active EE | $6,365 | $3,986+59.7% | $5,011+27.0% | $4,299+48.0% |
| Admin fee / account holder | $14,574 | $8,447+72.5% | $10,958+33.0% | $6,924+110.5% |