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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 | $115,225+374.4% | $100,712+442.8% | $138,895+293.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 14.72% | 40.35%-25.6pp | 33.27%-18.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,288 | $2,771-17.4% | $2,313-1.1% | $4,194-45.4% |
| Participant deferral / active EE | $6,000 | $4,699+27.7% | $4,085+46.9% | $6,396-6.2% |
| Admin fee / account holder | $8,253 | $10,844-23.9% | $9,256-10.8% | $12,562-34.3% |