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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 | $374,419 | $138,312+170.7% | $122,979+204.5% | $155,188+141.3% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 17.99% | 22.06%-4.1pp | 20.12%-2.1pp | 148.84%-130.9pp |
| Employer contribution / active EE | $2,430 | $3,530-31.2% | $3,062-20.6% | $4,248-42.8% |
| Participant deferral / active EE | $11,750 | $5,592+110.1% | $5,003+134.9% | $6,531+79.9% |
| Admin fee / account holder | $1,569 | $15,089-89.6% | $12,864-87.8% | $14,480-89.2% |