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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 | $332,981 | $90,400+268.3% | $186,193+78.8% | $87,485+280.6% |
| Participation rate | 48.8% | 66.2%-17.4pp | 77.1%-28.3pp | 68.9%-20.1pp |
| Annual return | 14.09% | 22.15%-8.1pp | 78.03%-63.9pp | 26.06%-12.0pp |
| Employer contribution / active EE | $3,173 | $2,170+46.2% | $3,918-19.0% | $2,596+22.2% |
| Participant deferral / active EE | $8,214 | $4,330+89.7% | $6,513+26.1% | $4,274+92.2% |
| Admin fee / account holder | $53,225 | $8,673+513.7% | $11,058+381.3% | $7,775+584.6% |