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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 | $416,811 | $111,535+273.7% | $105,223+296.1% | $137,256+203.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 17.16% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,577 | $3,939-34.6% | $3,689-30.1% | $4,156-38.0% |
| Participant deferral / active EE | $11,632 | $5,500+111.5% | $5,072+129.3% | $6,407+81.5% |
| Admin fee / account holder | $1,986 | $9,721-79.6% | $8,859-77.6% | $12,270-83.8% |