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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 | $102,938+202.5% | $94,105+230.9% | $138,895+124.2% |
| Participation rate | 50.0% | 74.6%-24.6pp | 71.9%-21.9pp | 79.9%-29.9pp |
| Annual return | 18.04% | 250.28%-232.2pp | 204.55%-186.5pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,369 | $2,732-13.3% | $2,504-5.4% | $4,194-43.5% |
| Participant deferral / active EE | $14,576 | $4,196+247.3% | $3,881+275.6% | $6,396+127.9% |
| Admin fee / account holder | $2,697 | $6,600-59.1% | $6,199-56.5% | $12,562-78.5% |