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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 | $256,717 | $51,638+397.2% | $68,368+275.5% | $82,448+211.4% |
| Participation rate | 51.1% | 63.6%-12.5pp | 73.8%-22.6pp | 68.1%-16.9pp |
| Annual return | 15.62% | 37.53%-21.9pp | 292.57%-277.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,169 | $2,047-42.9% | $2,649-55.9% | $2,551-54.2% |
| Participant deferral / active EE | $4,103 | $2,914+40.8% | $4,123-0.5% | $4,139-0.9% |
| Admin fee / account holder | $41,004 | $4,643+783.1% | $5,150+696.2% | $7,234+466.8% |