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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 | $264,001 | $111,535+136.7% | $105,223+150.9% | $137,256+92.3% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 13.87% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,509 | $3,939-36.3% | $3,689-32.0% | $4,156-39.6% |
| Participant deferral / active EE | $15,810 | $5,500+187.5% | $5,072+211.7% | $6,407+146.8% |
| Admin fee / account holder | $223,614 | $9,721+2200.2% | $8,859+2424.2% | $12,270+1722.4% |