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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 | $329,220 | $184,014+78.9% | $161,149+104.3% | $138,895+137.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 15.09% | 21.52%-6.4pp | 21.16%-6.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,088 | $5,055-58.7% | $4,360-52.1% | $4,194-50.2% |
| Participant deferral / active EE | $7,996 | $6,909+15.7% | $6,153+29.9% | $6,396+25.0% |
| Admin fee / account holder | $11,491 | $18,027-36.3% | $15,194-24.4% | $12,562-8.5% |