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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 | $75,541+260.1% | $152,093+78.9% | $82,637+229.2% |
| Participation rate | 50.0% | 66.5%-16.5pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 15.21% | 32.56%-17.3pp | 66.36%-51.1pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,317 | $2,622-49.8% | $4,175-68.5% | $2,552-48.4% |
| Participant deferral / active EE | $6,510 | $3,206+103.1% | $5,451+19.4% | $4,126+57.8% |
| Admin fee / account holder | $8,770 | $6,405+36.9% | $14,497-39.5% | $7,339+19.5% |