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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 | $546,663 | $112,729+384.9% | $98,716+453.8% | $137,256+298.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 14.72% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,288 | $2,725-16.0% | $2,279+0.4% | $4,156-44.9% |
| Participant deferral / active EE | $6,000 | $4,640+29.3% | $4,048+48.2% | $6,407-6.3% |
| Admin fee / account holder | $8,253 | $10,129-18.5% | $8,703-5.2% | $12,270-32.7% |