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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 | $273,928 | $115,225+137.7% | $100,712+172.0% | $138,895+97.2% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.3%-44.3pp | 79.9%-54.9pp |
| Annual return | 17.34% | 40.35%-23.0pp | 33.27%-15.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,800 | $2,771-35.0% | $2,313-22.2% | $4,194-57.1% |
| Participant deferral / active EE | $3,000 | $4,699-36.2% | $4,085-26.6% | $6,396-53.1% |
| Admin fee / account holder | $3,496 | $10,844-67.8% | $9,256-62.2% | $12,562-72.2% |