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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 | $250,814 | $88,672+182.9% | $105,223+138.4% | $82,448+204.2% |
| Participation rate | 55.4% | 67.9%-12.5pp | 75.0%-19.7pp | 68.1%-12.7pp |
| Annual return | 16.12% | 30.86%-14.7pp | 180.65%-164.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,840 | $3,048-39.6% | $3,689-50.1% | $2,551-27.9% |
| Participant deferral / active EE | $3,205 | $4,036-20.6% | $5,072-36.8% | $4,139-22.6% |
| Admin fee / account holder | $6,780 | $7,146-5.1% | $8,859-23.5% | $7,234-6.3% |