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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 | $509,786 | $161,352+215.9% | $134,172+279.9% | $137,256+271.4% |
| Participation rate | 60.0% | 78.3%-18.3pp | 72.5%-12.5pp | 80.0%-20.0pp |
| Annual return | 13.03% | 28.72%-15.7pp | 25.30%-12.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,963 | $4,099-52.1% | $3,420-42.6% | $4,156-52.8% |
| Participant deferral / active EE | $7,721 | $5,552+39.0% | $4,690+64.6% | $6,407+20.5% |
| Admin fee / account holder | $10,591 | $15,028-29.5% | $12,016-11.9% | $12,270-13.7% |