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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 | $406,517 | $154,228+163.6% | $145,433+179.5% | $137,256+196.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.31% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $13,949 | $4,804+190.4% | $4,554+206.3% | $4,156+235.6% |
| Participant deferral / active EE | $6,515 | $8,216-20.7% | $7,897-17.5% | $6,407+1.7% |
| Admin fee / account holder | $6,413 | $14,344-55.3% | $13,129-51.2% | $12,270-47.7% |