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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 | $278,021 | $110,410+151.8% | $102,437+171.4% | $145,897+90.6% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.2pp |
| Annual return | 18.53% | 24.85%-6.3pp | 24.95%-6.4pp | 552.29%-533.8pp |
| Employer contribution / active EE | $3,019 | $4,217-28.4% | $3,871-22.0% | $4,663-35.2% |
| Participant deferral / active EE | $7,788 | $5,622+38.5% | $5,060+53.9% | $6,689+16.4% |
| Admin fee / account holder | $8,300 | $9,745-14.8% | $8,388-1.0% | $13,390-38.0% |