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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 | $274,965 | $114,119+140.9% | $107,187+156.5% | $138,895+98.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 12.66% | 273.21%-260.5pp | 204.55%-191.9pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,667 | $4,059-58.9% | $3,782-55.9% | $4,194-60.2% |
| Participant deferral / active EE | $5,741 | $5,538+3.7% | $5,096+12.7% | $6,396-10.2% |
| Admin fee / account holder | $64,282 | $10,024+541.3% | $9,162+601.6% | $12,562+411.7% |