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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 | $277,329 | $100,262+176.6% | $81,370+240.8% | $145,897+90.1% |
| Participation rate | 58.3% | 74.3%-15.9pp | 69.5%-11.2pp | 80.3%-22.0pp |
| Annual return | 11.93% | 34.52%-22.6pp | 24.85%-12.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,273 | $2,979-57.3% | $2,464-48.4% | $4,663-72.7% |
| Participant deferral / active EE | $2,030 | $4,612-56.0% | $3,885-47.7% | $6,689-69.7% |
| Admin fee / account holder | $23,293 | $8,163+185.4% | $5,749+305.2% | $13,390+74.0% |