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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 | $261,876 | $108,882+140.5% | $96,754+170.7% | $154,746+69.2% |
| Participation rate | 42.9% | 75.1%-32.2pp | 70.3%-27.4pp | 80.7%-37.8pp |
| Annual return | 11.86% | 98.39%-86.5pp | 82.04%-70.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,200 | $3,018-60.2% | $2,679-55.2% | $4,379-72.6% |
| Participant deferral / active EE | $10,089 | $5,323+89.6% | $4,758+112.0% | $6,730+49.9% |
| Admin fee / account holder | $1,724 | $10,200-83.1% | $8,905-80.6% | $14,365-88.0% |