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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 | $319,208 | $211,946+50.6% | $169,452+88.4% | $135,380+135.8% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | 14.62% | 3.26%+11.4pp | 1.83%+12.8pp | 519.81%-505.2pp |
| Employer contribution / active EE | $1,368 | $5,117-73.3% | $4,157-67.1% | $4,779-71.4% |
| Participant deferral / active EE | $6,896 | $6,075+13.5% | $5,277+30.7% | $5,609+22.9% |
| Admin fee / account holder | $630 | $11,472-94.5% | $9,110-93.1% | $10,828-94.2% |