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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 | $359,398 | $156,616+129.5% | $133,346+169.5% | $198,609+81.0% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | 24.42% | 44.25%-19.8pp | 36.85%-12.4pp | 202.70%-178.3pp |
| Employer contribution / active EE | $1,300 | $3,368-61.4% | $2,853-54.4% | $5,055-74.3% |
| Participant deferral / active EE | $11,538 | $4,920+134.5% | $4,332+166.3% | $6,977+65.4% |
| Admin fee / account holder | $9,574 | $17,468-45.2% | $14,264-32.9% | $19,030-49.7% |