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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 | $264,713 | $110,337+139.9% | $102,383+158.6% | $145,877+81.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 18.33% | 24.83%-6.5pp | 24.94%-6.6pp | 551.28%-533.0pp |
| Employer contribution / active EE | $1,634 | $4,216-61.2% | $3,870-57.8% | $4,663-65.0% |
| Participant deferral / active EE | $1,882 | $5,621-66.5% | $5,060-62.8% | $6,691-71.9% |
| Admin fee / account holder | $345 | $9,750-96.5% | $8,391-95.9% | $13,402-97.4% |