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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 | $311,350 | $101,618+206.4% | $93,063+234.6% | $137,256+126.8% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 18.04% | 223.95%-205.9pp | 34.15%-16.1pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,369 | $2,707-12.5% | $2,476-4.3% | $4,156-43.0% |
| Participant deferral / active EE | $14,576 | $4,279+240.6% | $3,958+268.2% | $6,407+127.5% |
| Admin fee / account holder | $2,697 | $6,198-56.5% | $6,033-55.3% | $12,270-78.0% |