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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 | $554,230 | $110,137+403.2% | $161,149+243.9% | $82,637+570.7% |
| Participation rate | 43.3% | 72.4%-29.1pp | 78.8%-35.6pp | 68.1%-24.8pp |
| Annual return | 12.45% | 20.69%-8.2pp | 21.16%-8.7pp | 53.51%-41.1pp |
| Employer contribution / active EE | $3,176 | $2,856+11.2% | $4,360-27.2% | $2,552+24.5% |
| Participant deferral / active EE | $6,072 | $4,575+32.7% | $6,153-1.3% | $4,126+47.2% |
| Admin fee / account holder | $26,432 | $9,467+179.2% | $15,194+74.0% | $7,339+260.2% |