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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 | $177,156+132.6% | $147,027+180.2% | $154,746+166.2% |
| Participation rate | 42.9% | 79.4%-36.5pp | 73.7%-30.9pp | 80.7%-37.8pp |
| Annual return | 14.47% | 21.94%-7.5pp | 20.23%-5.8pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,030 | $4,336-76.3% | $3,626-71.6% | $4,379-76.5% |
| Participant deferral / active EE | $5,285 | $5,797-8.8% | $4,933+7.1% | $6,730-21.5% |
| Admin fee / account holder | $54,092 | $14,904+262.9% | $12,223+342.6% | $14,365+276.6% |