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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 | $167,415+234.1% | $140,514+298.1% | $198,609+181.6% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 22.58% | 13.85%+8.7pp | 14.36%+8.2pp | 202.70%-180.1pp |
| Employer contribution / active EE | $1,594 | $4,088-61.0% | $3,378-52.8% | $5,055-68.5% |
| Participant deferral / active EE | $5,507 | $5,579-1.3% | $4,919+12.0% | $6,977-21.1% |
| Admin fee / account holder | $1,206 | $16,730-92.8% | $13,697-91.2% | $19,030-93.7% |