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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 | $110,379+178.4% | $102,412+200.1% | $145,884+110.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.63% | 24.84%-12.2pp | 24.94%-12.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $8,513 | $4,216+101.9% | $3,870+120.0% | $4,662+82.6% |
| Participant deferral / active EE | $7,725 | $5,622+37.4% | $5,060+52.7% | $6,690+15.5% |
| Admin fee / account holder | $2,671 | $9,745-72.6% | $8,388-68.2% | $13,392-80.1% |