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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 | $167,415+134.9% | $140,514+179.9% | $198,609+98.0% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 15.84% | 13.85%+2.0pp | 14.36%+1.5pp | 202.70%-186.9pp |
| Employer contribution / active EE | $1,569 | $4,088-61.6% | $3,378-53.6% | $5,055-69.0% |
| Participant deferral / active EE | $10,693 | $5,579+91.7% | $4,919+117.4% | $6,977+53.3% |
| Admin fee / account holder | $2,375 | $16,730-85.8% | $13,697-82.7% | $19,030-87.5% |