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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 | $393,827 | $124,980+215.1% | $108,359+263.4% | $154,746+154.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 12.34% | 45.00%-32.7pp | 36.89%-24.6pp | 172.34%-160.0pp |
| Employer contribution / active EE | $2,882 | $2,851+1.1% | $2,399+20.1% | $4,379-34.2% |
| Participant deferral / active EE | $12,403 | $4,743+161.5% | $4,137+199.8% | $6,730+84.3% |
| Admin fee / account holder | $136,698 | $11,502+1088.5% | $9,741+1303.4% | $14,365+851.6% |