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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 | $549,119 | $182,442+201.0% | $163,379+236.1% | $138,895+295.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 21.43% | 72.74%-51.3pp | 63.41%-42.0pp | 145.39%-124.0pp |
| Employer contribution / active EE | $13,442 | $4,159+223.2% | $3,752+258.2% | $4,194+220.5% |
| Participant deferral / active EE | $17,922 | $6,817+162.9% | $6,282+185.3% | $6,396+180.2% |
| Admin fee / account holder | $489 | $10,396-95.3% | $9,818-95.0% | $12,562-96.1% |