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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 | $366,433 | $111,814+227.7% | $103,378+254.5% | $145,978+151.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.43% | 24.80%-13.4pp | 24.91%-13.5pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,013 | $4,215-76.0% | $3,870-73.8% | $4,662-78.3% |
| Participant deferral / active EE | $5,083 | $5,618-9.5% | $5,058+0.5% | $6,690-24.0% |
| Admin fee / account holder | $69,279 | $9,764+609.5% | $8,401+724.7% | $13,400+417.0% |