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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 | $480,173 | $167,415+186.8% | $140,514+241.7% | $198,609+141.8% |
| Participation rate | 54.5% | 80.9%-26.3pp | 77.8%-23.3pp | 82.4%-27.8pp |
| Annual return | 14.13% | 13.85%+0.3pp | 14.36%-0.2pp | 202.70%-188.6pp |
| Employer contribution / active EE | $1,292 | $4,088-68.4% | $3,378-61.8% | $5,055-74.4% |
| Participant deferral / active EE | $9,860 | $5,579+76.7% | $4,919+100.5% | $6,977+41.3% |
| Admin fee / account holder | $18,426 | $16,730+10.1% | $13,697+34.5% | $19,030-3.2% |