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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 | $307,298 | $111,814+174.8% | $103,378+197.3% | $145,978+110.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.63% | 24.80%-12.2pp | 24.91%-12.3pp | 550.52%-537.9pp |
| Employer contribution / active EE | $8,513 | $4,215+102.0% | $3,870+120.0% | $4,662+82.6% |
| Participant deferral / active EE | $7,725 | $5,618+37.5% | $5,058+52.7% | $6,690+15.5% |
| Admin fee / account holder | $2,671 | $9,764-72.6% | $8,401-68.2% | $13,400-80.1% |