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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 | $444,706 | $117,829+277.4% | $102,423+334.2% | $145,877+204.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 26.99% | 31.83%-4.8pp | 29.42%-2.4pp | 551.28%-524.3pp |
| Employer contribution / active EE | $2,018 | $3,615-44.2% | $3,023-33.2% | $4,663-56.7% |
| Participant deferral / active EE | $5,420 | $5,732-5.5% | $5,054+7.2% | $6,691-19.0% |
| Admin fee / account holder | $301,860 | $13,335+2163.6% | $9,455+3092.8% | $13,402+2152.3% |