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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 | $272,301 | $101,618+168.0% | $93,063+192.6% | $137,256+98.4% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 17.91% | 223.95%-206.0pp | 34.15%-16.2pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,368 | $2,707-12.5% | $2,476-4.4% | $4,156-43.0% |
| Participant deferral / active EE | $11,750 | $4,279+174.6% | $3,958+196.9% | $6,407+83.4% |
| Admin fee / account holder | $32,477 | $6,198+424.0% | $6,033+438.3% | $12,270+164.7% |