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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 | $384,875 | $117,895+226.5% | $102,460+275.6% | $145,897+163.8% |
| Participation rate | 54.2% | 78.6%-24.5pp | 76.5%-22.3pp | 80.3%-26.1pp |
| Annual return | 16.95% | 31.92%-15.0pp | 29.47%-12.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $2,846 | $3,619-21.4% | $3,025-5.9% | $4,663-39.0% |
| Participant deferral / active EE | $6,476 | $5,736+12.9% | $5,056+28.1% | $6,689-3.2% |
| Admin fee / account holder | $9,453 | $13,353-29.2% | $9,460-0.1% | $13,390-29.4% |