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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 | $269,851 | $111,535+141.9% | $105,223+156.5% | $137,256+96.6% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 13.01% | 237.85%-224.8pp | 180.65%-167.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,434 | $3,939-38.2% | $3,689-34.0% | $4,156-41.4% |
| Participant deferral / active EE | $5,300 | $5,500-3.6% | $5,072+4.5% | $6,407-17.3% |
| Admin fee / account holder | $2,359 | $9,721-75.7% | $8,859-73.4% | $12,270-80.8% |