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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 | $255,778 | $124,425+105.6% | $112,040+128.3% | $137,256+86.4% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 16.58% | 24.72%-8.1pp | 24.52%-7.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,302 | $3,411-32.5% | $2,954-22.1% | $4,156-44.6% |
| Participant deferral / active EE | $8,033 | $5,718+40.5% | $5,098+57.6% | $6,407+25.4% |
| Admin fee / account holder | $1,906 | $15,207-87.5% | $12,098-84.2% | $12,270-84.5% |