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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 | $272,037 | $76,407+256.0% | $150,298+81.0% | $82,448+230.0% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 15.21% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,317 | $2,614-49.6% | $4,154-68.3% | $2,551-48.4% |
| Participant deferral / active EE | $6,510 | $3,214+102.5% | $5,453+19.4% | $4,139+57.3% |
| Admin fee / account holder | $8,770 | $6,352+38.1% | $14,116-37.9% | $7,234+21.2% |