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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 | $400,315 | $158,393+152.7% | $143,412+179.1% | $155,188+158.0% |
| Participation rate | 50.0% | 79.7%-29.7pp | 78.5%-28.5pp | 80.8%-30.8pp |
| Annual return | 4.49% | 324.22%-319.7pp | 256.99%-252.5pp | 148.84%-144.4pp |
| Employer contribution / active EE | $2,188 | $3,911-44.1% | $3,748-41.6% | $4,248-48.5% |
| Participant deferral / active EE | $5,095 | $7,193-29.2% | $6,816-25.2% | $6,531-22.0% |
| Admin fee / account holder | $347 | $12,964-97.3% | $11,396-97.0% | $14,480-97.6% |