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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 | $267,171 | $114,013+134.3% | $103,693+157.7% | $155,188+72.2% |
| Participation rate | 56.3% | 75.2%-18.9pp | 72.6%-16.4pp | 80.8%-24.6pp |
| Annual return | 14.98% | 49.31%-34.3pp | 47.61%-32.6pp | 148.84%-133.9pp |
| Employer contribution / active EE | $2,604 | $3,131-16.8% | $2,920-10.8% | $4,248-38.7% |
| Participant deferral / active EE | $9,308 | $4,970+87.3% | $4,579+103.3% | $6,531+42.5% |
| Admin fee / account holder | $6,570 | $8,407-21.8% | $7,858-16.4% | $14,480-54.6% |