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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 | $257,639 | $88,672+190.6% | $105,223+144.8% | $82,448+212.5% |
| Participation rate | 57.7% | 67.9%-10.2pp | 75.0%-17.4pp | 68.1%-10.4pp |
| Annual return | 18.27% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,724 | $3,048-10.6% | $3,689-26.2% | $2,551+6.8% |
| Participant deferral / active EE | $4,888 | $4,036+21.1% | $5,072-3.6% | $4,139+18.1% |
| Admin fee / account holder | $17,420 | $7,146+143.8% | $8,859+96.6% | $7,234+140.8% |