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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 | $156,616+151.5% | $133,346+195.3% | $198,609+98.3% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | 12.34% | 44.25%-31.9pp | 36.85%-24.5pp | 202.70%-190.4pp |
| Employer contribution / active EE | $2,882 | $3,368-14.4% | $2,853+1.0% | $5,055-43.0% |
| Participant deferral / active EE | $12,403 | $4,920+152.1% | $4,332+186.3% | $6,977+77.8% |
| Admin fee / account holder | $136,698 | $17,468+682.6% | $14,264+858.3% | $19,030+618.3% |