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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 | $274,182 | $46,596+488.4% | $64,085+327.8% | $75,173+264.7% |
| Participation rate | 44.4% | 65.9%-21.5pp | 72.3%-27.9pp | 67.2%-22.8pp |
| Annual return | 12.87% | 26.04%-13.2pp | 33.69%-20.8pp | 160.65%-147.8pp |
| Employer contribution / active EE | $10,303 | $1,975+421.6% | $2,747+275.0% | $2,670+285.8% |
| Participant deferral / active EE | $2,683 | $2,839-5.5% | $3,881-30.9% | $4,126-35.0% |
| Admin fee / account holder | $49,897 | $2,954+1589.0% | $3,069+1525.6% | $5,651+782.9% |