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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 | $318,370 | $117,846+170.2% | $102,434+210.8% | $145,884+118.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 13.57% | 31.90%-18.3pp | 29.46%-15.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,325 | $3,615-63.3% | $3,023-56.2% | $4,662-71.6% |
| Participant deferral / active EE | $2,324 | $5,733-59.5% | $5,055-54.0% | $6,690-65.3% |
| Admin fee / account holder | $56,948 | $13,356+326.4% | $9,462+501.9% | $13,392+325.2% |