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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 | $250,105 | $124,425+101.0% | $112,040+123.2% | $137,256+82.2% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 16.59% | 24.72%-8.1pp | 24.52%-7.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,871 | $3,411+13.5% | $2,954+31.1% | $4,156-6.8% |
| Participant deferral / active EE | $8,215 | $5,718+43.7% | $5,098+61.2% | $6,407+28.2% |
| Admin fee / account holder | $4,231 | $15,207-72.2% | $12,098-65.0% | $12,270-65.5% |