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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 | $393,337 | $136,860+187.4% | $120,344+226.8% | $154,746+154.2% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 15.84% | 21.38%-5.5pp | 20.30%-4.5pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,569 | $3,533-55.6% | $3,020-48.0% | $4,379-64.2% |
| Participant deferral / active EE | $10,693 | $5,793+84.6% | $5,135+108.2% | $6,730+58.9% |
| Admin fee / account holder | $2,375 | $15,393-84.6% | $12,742-81.4% | $14,365-83.5% |