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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 | $349,704 | $110,410+216.7% | $102,437+241.4% | $145,897+139.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 18.06% | 24.85%-6.8pp | 24.95%-6.9pp | 552.29%-534.2pp |
| Employer contribution / active EE | $4,127 | $4,217-2.1% | $3,871+6.6% | $4,663-11.5% |
| Participant deferral / active EE | $16,589 | $5,622+195.1% | $5,060+227.8% | $6,689+148.0% |
| Admin fee / account holder | $2,670 | $9,745-72.6% | $8,388-68.2% | $13,390-80.1% |