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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 | $425,204 | $111,535+281.2% | $105,223+304.1% | $137,256+209.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 16.00% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,603 | $3,939-33.9% | $3,689-29.4% | $4,156-37.4% |
| Participant deferral / active EE | $12,025 | $5,500+118.6% | $5,072+137.1% | $6,407+87.7% |
| Admin fee / account holder | $7,419 | $9,721-23.7% | $8,859-16.3% | $12,270-39.5% |