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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 | $251,575 | $105,284+138.9% | $150,734+66.9% | $94,015+167.6% |
| Participation rate | 66.7% | 71.7%-5.1pp | 78.4%-11.8pp | 70.8%-4.2pp |
| Annual return | 12.04% | 15.67%-3.6pp | 600.81%-588.8pp | 17.84%-5.8pp |
| Employer contribution / active EE | $1,743 | $3,599-51.6% | $4,918-64.6% | $2,790-37.5% |
| Participant deferral / active EE | $7,105 | $4,274+66.3% | $5,610+26.7% | $4,249+67.2% |
| Admin fee / account holder | $17,307 | $9,839+75.9% | $14,905+16.1% | $8,951+93.3% |