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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 | $124,425+216.1% | $112,040+251.1% | $137,256+186.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 15.84% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,569 | $3,411-54.0% | $2,954-46.9% | $4,156-62.2% |
| Participant deferral / active EE | $10,693 | $5,718+87.0% | $5,098+109.8% | $6,407+66.9% |
| Admin fee / account holder | $2,375 | $15,207-84.4% | $12,098-80.4% | $12,270-80.6% |