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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 | $256,770 | $111,535+130.2% | $105,223+144.0% | $137,256+87.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 18.90% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,022 | $3,939-48.7% | $3,689-45.2% | $4,156-51.3% |
| Participant deferral / active EE | $7,178 | $5,500+30.5% | $5,072+41.5% | $6,407+12.0% |
| Admin fee / account holder | $128,703 | $9,721+1223.9% | $8,859+1352.8% | $12,270+948.9% |