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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 | $251,236 | $124,351+102.0% | $109,188+130.1% | $167,553+49.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 11.30% | 26.04%-14.7pp | 25.76%-14.5pp | 478.89%-467.6pp |
| Employer contribution / active EE | $3,948 | $4,210-6.2% | $3,723+6.0% | $4,840-18.4% |
| Participant deferral / active EE | $12,966 | $5,257+146.7% | $4,654+178.6% | $6,343+104.4% |
| Admin fee / account holder | $2,060 | $7,975-74.2% | $6,755-69.5% | $12,316-83.3% |