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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 | $274,196 | $157,304+74.3% | $141,197+94.2% | $152,909+79.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 15.73% | 64.34%-48.6pp | 71.41%-55.7pp | 345.46%-329.7pp |
| Employer contribution / active EE | $2,316 | $5,263-56.0% | $4,736-51.1% | $4,764-51.4% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $13,486 | $12,126+11.2% | $10,265+31.4% | $11,601+16.2% |