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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 | $516,146 | $161,352+219.9% | $134,172+284.7% | $137,256+276.0% |
| Participation rate | 33.3% | 78.3%-45.0pp | 72.5%-39.1pp | 80.0%-46.6pp |
| Annual return | 15.76% | 28.72%-13.0pp | 25.30%-9.5pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,323 | $4,099-67.7% | $3,420-61.3% | $4,156-68.2% |
| Participant deferral / active EE | $10,333 | $5,552+86.1% | $4,690+120.3% | $6,407+61.3% |
| Admin fee / account holder | $5,266 | $15,028-65.0% | $12,016-56.2% | $12,270-57.1% |