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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 | $112,729+250.1% | $98,716+299.8% | $137,256+187.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 22.99% | 38.48%-15.5pp | 31.81%-8.8pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,049 | $2,725-24.8% | $2,279-10.1% | $4,156-50.7% |
| Participant deferral / active EE | $9,958 | $4,640+114.6% | $4,048+146.0% | $6,407+55.4% |
| Admin fee / account holder | $3,041 | $10,129-70.0% | $8,703-65.1% | $12,270-75.2% |