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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 | $333,121 | $101,618+227.8% | $93,063+258.0% | $137,256+142.7% |
| Participation rate | 54.5% | 74.9%-20.4pp | 72.1%-17.6pp | 80.0%-25.4pp |
| Annual return | 14.58% | 223.95%-209.4pp | 34.15%-19.6pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,800 | $2,707-33.5% | $2,476-27.3% | $4,156-56.7% |
| Participant deferral / active EE | $9,791 | $4,279+128.8% | $3,958+147.4% | $6,407+52.8% |
| Admin fee / account holder | $1,992 | $6,198-67.9% | $6,033-67.0% | $12,270-83.8% |