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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 | $270,856 | $124,346+117.8% | $111,306+143.3% | $167,553+61.7% |
| Participation rate | 55.6% | 79.6%-24.1pp | 77.3%-21.8pp | 82.1%-26.6pp |
| Annual return | 13.03% | 37.46%-24.4pp | 54.67%-41.6pp | 478.89%-465.9pp |
| Employer contribution / active EE | $2,209 | $3,438-35.7% | $2,732-19.1% | $4,840-54.4% |
| Participant deferral / active EE | $6,631 | $5,182+28.0% | $4,488+47.8% | $6,343+4.5% |
| Admin fee / account holder | $402 | $10,623-96.2% | $7,966-95.0% | $12,316-96.7% |