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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 | $112,729+218.8% | $98,716+264.1% | $137,256+161.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 24.42% | 38.48%-14.1pp | 31.81%-7.4pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,300 | $2,725-52.3% | $2,279-42.9% | $4,156-68.7% |
| Participant deferral / active EE | $11,538 | $4,640+148.6% | $4,048+185.0% | $6,407+80.1% |
| Admin fee / account holder | $9,574 | $10,129-5.5% | $8,703+10.0% | $12,270-22.0% |