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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 | $277,182 | $103,387+168.1% | $87,102+218.2% | $152,885+81.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 23.17% | 28.10%-4.9pp | 28.19%-5.0pp | 345.39%-322.2pp |
| Employer contribution / active EE | $7,573 | $3,221+135.1% | $2,521+200.4% | $4,763+59.0% |
| Participant deferral / active EE | $9,000 | $4,778+88.4% | $4,048+122.3% | $5,851+53.8% |
| Admin fee / account holder | $3,581 | $12,193-70.6% | $7,491-52.2% | $11,598-69.1% |