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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 | $487,275 | $101,795+378.7% | $165,100+195.1% | $80,959+501.9% |
| Participation rate | 47.7% | 71.8%-24.1pp | 78.6%-30.9pp | 67.7%-20.0pp |
| Annual return | 11.56% | 16.73%-5.2pp | 70.21%-58.7pp | 35.67%-24.1pp |
| Employer contribution / active EE | $2,956 | $2,954+0.1% | $4,348-32.0% | $2,757+7.2% |
| Participant deferral / active EE | $5,463 | $4,476+22.1% | $6,035-9.5% | $4,300+27.0% |
| Admin fee / account holder | $17,379 | $8,221+111.4% | $12,696+36.9% | $6,925+150.9% |