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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 | $278,561 | $117,846+136.4% | $102,434+171.9% | $145,884+90.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 13.68% | 31.90%-18.2pp | 29.46%-15.8pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,658 | $3,615-54.1% | $3,023-45.1% | $4,662-64.4% |
| Participant deferral / active EE | $3,387 | $5,733-40.9% | $5,055-33.0% | $6,690-49.4% |
| Admin fee / account holder | $28,775 | $13,356+115.4% | $9,462+204.1% | $13,392+114.9% |