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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 | $287,899 | $112,729+155.4% | $98,716+191.6% | $137,256+109.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 21.61% | 38.48%-16.9pp | 31.81%-10.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,504 | $2,725-44.8% | $2,279-34.0% | $4,156-63.8% |
| Participant deferral / active EE | $9,127 | $4,640+96.7% | $4,048+125.5% | $6,407+42.5% |
| Admin fee / account holder | $325 | $10,129-96.8% | $8,703-96.3% | $12,270-97.3% |