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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 | $559,328 | $124,425+349.5% | $112,040+399.2% | $137,256+307.5% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 22.58% | 24.72%-2.1pp | 24.52%-1.9pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,594 | $3,411-53.3% | $2,954-46.1% | $4,156-61.7% |
| Participant deferral / active EE | $5,507 | $5,718-3.7% | $5,098+8.0% | $6,407-14.0% |
| Admin fee / account holder | $1,206 | $15,207-92.1% | $12,098-90.0% | $12,270-90.2% |