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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 | $126,661+206.0% | $113,397+241.8% | $138,895+179.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 19.28% | 25.05%-5.8pp | 23.20%-3.9pp | 145.39%-126.1pp |
| Employer contribution / active EE | $2,189 | $3,456-36.7% | $2,977-26.5% | $4,194-47.8% |
| Participant deferral / active EE | $15,000 | $5,693+163.5% | $5,076+195.5% | $6,396+134.5% |
| Admin fee / account holder | $14,084 | $14,549-3.2% | $11,957+17.8% | $12,562+12.1% |