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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 | $466,681 | $123,155+278.9% | $108,753+329.1% | $155,188+200.7% |
| Participation rate | 52.4% | 75.6%-23.2pp | 71.1%-18.7pp | 80.8%-28.4pp |
| Annual return | 15.96% | 44.73%-28.8pp | 37.47%-21.5pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,487 | $2,811-47.1% | $2,427-38.7% | $4,248-65.0% |
| Participant deferral / active EE | $7,394 | $4,623+59.9% | $4,115+79.7% | $6,531+13.2% |
| Admin fee / account holder | $2,081 | $12,126-82.8% | $10,320-79.8% | $14,480-85.6% |