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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 | $303,937 | $62,549+385.9% | $85,705+254.6% | $85,851+254.0% |
| Participation rate | 46.6% | 61.1%-14.6pp | 69.9%-23.3pp | 69.3%-22.8pp |
| Annual return | 17.81% | 23.77%-6.0pp | 21.49%-3.7pp | 318.63%-300.8pp |
| Employer contribution / active EE | $1,307 | $1,755-25.5% | $2,619-50.1% | $2,565-49.1% |
| Participant deferral / active EE | $2,946 | $2,802+5.1% | $3,924-24.9% | $3,952-25.5% |
| Admin fee / account holder | $11,308 | $4,644+143.5% | $6,877+64.4% | $6,261+80.6% |