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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 | $404,387 | $112,729+258.7% | $98,716+309.6% | $137,256+194.6% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 18.87% | 38.48%-19.6pp | 31.81%-12.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,239 | $2,725+18.9% | $2,279+42.2% | $4,156-22.1% |
| Participant deferral / active EE | $10,007 | $4,640+115.7% | $4,048+147.2% | $6,407+56.2% |
| Admin fee / account holder | $2,475 | $10,129-75.6% | $8,703-71.6% | $12,270-79.8% |