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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 | $394,709 | $124,980+215.8% | $108,359+264.3% | $154,746+155.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 22.99% | 45.00%-22.0pp | 36.89%-13.9pp | 172.34%-149.3pp |
| Employer contribution / active EE | $2,049 | $2,851-28.1% | $2,399-14.6% | $4,379-53.2% |
| Participant deferral / active EE | $9,958 | $4,743+110.0% | $4,137+140.7% | $6,730+48.0% |
| Admin fee / account holder | $3,041 | $11,502-73.6% | $9,741-68.8% | $14,365-78.8% |