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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 | $387,631 | $124,425+211.5% | $112,040+246.0% | $137,256+182.4% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 19.28% | 24.72%-5.4pp | 24.52%-5.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,189 | $3,411-35.8% | $2,954-25.9% | $4,156-47.3% |
| Participant deferral / active EE | $15,000 | $5,718+162.3% | $5,098+194.3% | $6,407+134.1% |
| Admin fee / account holder | $14,084 | $15,207-7.4% | $12,098+16.4% | $12,270+14.8% |