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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 | $274,365 | $111,535+146.0% | $105,223+160.7% | $137,256+99.9% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 14.94% | 237.85%-222.9pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,524 | $3,939-35.9% | $3,689-31.6% | $4,156-39.3% |
| Participant deferral / active EE | $7,013 | $5,500+27.5% | $5,072+38.3% | $6,407+9.5% |
| Admin fee / account holder | $3,194 | $9,721-67.1% | $8,859-63.9% | $12,270-74.0% |