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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 | $338,417 | $117,895+187.0% | $102,460+230.3% | $145,897+132.0% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.8pp |
| Annual return | 16.65% | 31.92%-15.3pp | 29.47%-12.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $1,588 | $3,619-56.1% | $3,025-47.5% | $4,663-65.9% |
| Participant deferral / active EE | $3,075 | $5,736-46.4% | $5,056-39.2% | $6,689-54.0% |
| Admin fee / account holder | $5,419 | $13,353-59.4% | $9,460-42.7% | $13,390-59.5% |