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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 | $386,893 | $100,895+283.5% | $90,430+327.8% | $158,950+143.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 9.73% | 1725.54%-1715.8pp | 1293.73%-1284.0pp | 302.91%-293.2pp |
| Employer contribution / active EE | $1,066 | $3,689-71.1% | $3,262-67.3% | $4,762-77.6% |
| Participant deferral / active EE | $7,218 | $4,347+66.0% | $3,963+82.1% | $5,983+20.6% |
| Admin fee / account holder | $1,551 | $6,505-76.2% | $5,613-72.4% | $11,248-86.2% |