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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 | $467,984 | $81,233+476.1% | $155,567+200.8% | $80,874+478.7% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 25.02% | 33.33%-8.3pp | 64.74%-39.7pp | 35.62%-10.6pp |
| Employer contribution / active EE | $3,329 | $3,101+7.4% | $4,674-28.8% | $2,756+20.8% |
| Participant deferral / active EE | $8,700 | $3,452+152.0% | $5,628+54.6% | $4,297+102.5% |
| Admin fee / account holder | $622 | $7,998-92.2% | $15,916-96.1% | $6,935-91.0% |