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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 | $138,312+184.4% | $122,979+219.8% | $155,188+153.5% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 15.84% | 22.06%-6.2pp | 20.12%-4.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,569 | $3,530-55.6% | $3,062-48.8% | $4,248-63.1% |
| Participant deferral / active EE | $10,693 | $5,592+91.2% | $5,003+113.7% | $6,531+63.7% |
| Admin fee / account holder | $2,375 | $15,089-84.3% | $12,864-81.5% | $14,480-83.6% |