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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 | $411,519 | $111,787+268.1% | $93,681+339.3% | $145,978+181.9% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.1pp |
| Annual return | 13.59% | 203.52%-189.9pp | 133.47%-119.9pp | 550.52%-536.9pp |
| Employer contribution / active EE | $2,617 | $3,093-15.4% | $2,422+8.0% | $4,662-43.9% |
| Participant deferral / active EE | $5,917 | $4,918+20.3% | $4,415+34.0% | $6,690-11.6% |
| Admin fee / account holder | $47,269 | $10,256+360.9% | $8,290+470.2% | $13,400+252.7% |