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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 | $427,599 | $155,555+174.9% | $146,866+191.2% | $155,188+175.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 18.31% | 115.41%-97.1pp | 102.85%-84.5pp | 148.84%-130.5pp |
| Employer contribution / active EE | $1,800 | $4,647-61.3% | $4,425-59.3% | $4,248-57.6% |
| Participant deferral / active EE | $15,498 | $8,044+92.7% | $7,759+99.7% | $6,531+137.3% |
| Admin fee / account holder | $2,687 | $14,755-81.8% | $13,620-80.3% | $14,480-81.4% |