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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 | $557,475 | $124,425+348.0% | $112,040+397.6% | $137,256+306.2% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 18.88% | 24.72%-5.8pp | 24.52%-5.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,950 | $3,411-13.5% | $2,954-0.1% | $4,156-29.0% |
| Participant deferral / active EE | $5,105 | $5,718-10.7% | $5,098+0.1% | $6,407-20.3% |
| Admin fee / account holder | $43,333 | $15,207+185.0% | $12,098+258.2% | $12,270+253.2% |