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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 | $269,170 | $102,429+162.8% | $147,096+83.0% | $80,925+232.6% |
| Participation rate | 22.0% | 75.9%-53.9pp | 82.2%-60.2pp | 67.7%-45.7pp |
| Annual return | 30.34% | 135.02%-104.7pp | 419.75%-389.4pp | 35.65%-5.3pp |
| Employer contribution / active EE | $4,328 | $3,716+16.5% | $4,936-12.3% | $2,756+57.0% |
| Participant deferral / active EE | $11,271 | $6,649+69.5% | $8,071+39.6% | $4,299+162.2% |
| Admin fee / account holder | $13,227 | $7,957+66.2% | $13,005+1.7% | $6,940+90.6% |