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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 | $126,661+101.9% | $113,397+125.6% | $138,895+84.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 16.58% | 25.05%-8.5pp | 23.20%-6.6pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,302 | $3,456-33.4% | $2,977-22.7% | $4,194-45.1% |
| Participant deferral / active EE | $8,033 | $5,693+41.1% | $5,076+58.2% | $6,396+25.6% |
| Admin fee / account holder | $1,906 | $14,549-86.9% | $11,957-84.1% | $12,562-84.8% |