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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 | $107,809+142.9% | $97,032+169.9% | $155,188+68.7% |
| Participation rate | 42.9% | 75.5%-32.6pp | 71.6%-28.7pp | 80.8%-37.9pp |
| Annual return | 11.86% | 38.06%-26.2pp | 35.38%-23.5pp | 148.84%-137.0pp |
| Employer contribution / active EE | $1,200 | $2,911-58.8% | $2,629-54.4% | $4,248-71.7% |
| Participant deferral / active EE | $10,089 | $5,129+96.7% | $4,672+115.9% | $6,531+54.5% |
| Admin fee / account holder | $1,724 | $10,717-83.9% | $9,418-81.7% | $14,480-88.1% |