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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 | $252,311 | $115,225+119.0% | $100,712+150.5% | $138,895+81.7% |
| Participation rate | 55.6% | 74.3%-18.8pp | 69.3%-13.7pp | 79.9%-24.4pp |
| Annual return | 17.62% | 40.35%-22.7pp | 33.27%-15.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,220 | $2,771-56.0% | $2,313-47.3% | $4,194-70.9% |
| Participant deferral / active EE | $1,915 | $4,699-59.3% | $4,085-53.1% | $6,396-70.1% |
| Admin fee / account holder | $45,895 | $10,844+323.2% | $9,256+395.8% | $12,562+265.3% |