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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 | $481,765 | $110,379+336.5% | $102,412+370.4% | $145,884+230.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.49% | 24.84%-8.3pp | 24.94%-8.4pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,190 | $4,216-48.1% | $3,870-43.4% | $4,662-53.0% |
| Participant deferral / active EE | $5,008 | $5,622-10.9% | $5,060-1.0% | $6,690-25.1% |
| Admin fee / account holder | $25,030 | $9,745+156.9% | $8,388+198.4% | $13,392+86.9% |