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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 | $371,368 | $114,119+225.4% | $107,187+246.5% | $138,895+167.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 11.30% | 273.21%-261.9pp | 204.55%-193.2pp | 145.39%-134.1pp |
| Employer contribution / active EE | $1,481 | $4,059-63.5% | $3,782-60.9% | $4,194-64.7% |
| Participant deferral / active EE | $5,622 | $5,538+1.5% | $5,096+10.3% | $6,396-12.1% |
| Admin fee / account holder | $387 | $10,024-96.1% | $9,162-95.8% | $12,562-96.9% |