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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 | $434,770 | $124,425+249.4% | $112,040+288.0% | $137,256+216.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 16.25% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,067 | $3,411-68.7% | $2,954-63.9% | $4,156-74.3% |
| Participant deferral / active EE | $2,410 | $5,718-57.9% | $5,098-52.7% | $6,407-62.4% |
| Admin fee / account holder | $2,401 | $15,207-84.2% | $12,098-80.2% | $12,270-80.4% |