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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 | $124,980+187.6% | $108,359+231.7% | $154,746+132.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 24.42% | 45.00%-20.6pp | 36.89%-12.5pp | 172.34%-147.9pp |
| Employer contribution / active EE | $1,300 | $2,851-54.4% | $2,399-45.8% | $4,379-70.3% |
| Participant deferral / active EE | $11,538 | $4,743+143.3% | $4,137+178.9% | $6,730+71.4% |
| Admin fee / account holder | $9,574 | $11,502-16.8% | $9,741-1.7% | $14,365-33.4% |