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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 | $486,788 | $111,535+336.4% | $105,223+362.6% | $137,256+254.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 17.15% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $800 | $3,939-79.7% | $3,689-78.3% | $4,156-80.8% |
| Participant deferral / active EE | $15,500 | $5,500+181.8% | $5,072+205.6% | $6,407+141.9% |
| Admin fee / account holder | $2,238 | $9,721-77.0% | $8,859-74.7% | $12,270-81.8% |