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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 | $272,928 | $107,015+155.0% | $73,545+271.1% | $147,585+84.9% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 32.12% | 38.25%-6.1pp | -15.16%+47.3pp | 578.57%-546.5pp |
| Employer contribution / active EE | $3,000 | $1,760+70.4% | $1,219+146.1% | $4,876-38.5% |
| Participant deferral / active EE | $12,000 | $2,462+387.5% | $1,806+564.4% | $5,439+120.6% |
| Admin fee / account holder | $20,863 | $3,055+582.9% | $2,320+799.4% | $10,885+91.7% |