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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 | $81,331+475.4% | $155,534+200.9% | $80,935+478.2% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 25.02% | 33.37%-8.3pp | 64.92%-39.9pp | 35.66%-10.6pp |
| Employer contribution / active EE | $3,329 | $3,105+7.2% | $4,675-28.8% | $2,757+20.8% |
| Participant deferral / active EE | $8,700 | $3,454+151.9% | $5,630+54.5% | $4,299+102.4% |
| Admin fee / account holder | $622 | $7,999-92.2% | $15,900-96.1% | $6,924-91.0% |