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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 | $321,559 | $87,059+269.4% | $105,608+204.5% | $80,925+297.4% |
| Participation rate | 56.3% | 70.4%-14.2pp | 75.3%-19.0pp | 67.7%-11.4pp |
| Annual return | 20.37% | 17.05%+3.3pp | 116.50%-96.1pp | 35.65%-15.3pp |
| Employer contribution / active EE | $2,087 | $2,396-12.9% | $3,167-34.1% | $2,756-24.3% |
| Participant deferral / active EE | $4,891 | $3,986+22.7% | $5,010-2.4% | $4,299+13.8% |
| Admin fee / account holder | $52,643 | $8,443+523.5% | $11,028+377.3% | $6,940+658.5% |