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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 | $271,495 | $78,707+244.9% | $117,861+130.4% | $70,126+287.2% |
| Participation rate | 33.3% | 73.2%-39.9pp | 79.7%-46.3pp | 69.5%-36.2pp |
| Annual return | 18.19% | 23.30%-5.1pp | 335.11%-316.9pp | 73.15%-55.0pp |
| Employer contribution / active EE | $2,226 | $2,223+0.1% | $3,786-41.2% | $2,343-5.0% |
| Participant deferral / active EE | $6,088 | $3,297+84.6% | $4,482+35.8% | $3,332+82.7% |
| Admin fee / account holder | $413 | $5,066-91.8% | $8,021-94.9% | $4,645-91.1% |