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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 | $411,999 | $185,141+122.5% | $153,416+168.5% | $155,188+165.5% |
| Participation rate | 42.9% | 79.9%-37.1pp | 74.3%-31.5pp | 80.8%-37.9pp |
| Annual return | 14.47% | 18.72%-4.2pp | 17.84%-3.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,030 | $4,489-77.1% | $3,764-72.6% | $4,248-75.8% |
| Participant deferral / active EE | $5,285 | $5,477-3.5% | $4,723+11.9% | $6,531-19.1% |
| Admin fee / account holder | $54,092 | $16,005+238.0% | $13,095+313.1% | $14,480+273.6% |