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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 | $425,767 | $201,372+111.4% | $184,260+131.1% | $145,884+191.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 16.83% | 29.04%-12.2pp | 28.84%-12.0pp | 551.85%-535.0pp |
| Employer contribution / active EE | $3,632 | $7,024-48.3% | $6,427-43.5% | $4,662-22.1% |
| Participant deferral / active EE | $3,691 | $9,808-62.4% | $9,133-59.6% | $6,690-44.8% |
| Admin fee / account holder | $461,986 | $16,362+2723.5% | $13,898+3224.1% | $13,392+3349.8% |