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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 | $258,035 | $117,444+119.7% | $99,479+159.4% | $152,909+68.8% |
| Participation rate | 53.3% | 77.5%-24.2pp | 73.8%-20.5pp | 82.5%-29.1pp |
| Annual return | 14.96% | 31.87%-16.9pp | 30.72%-15.8pp | 345.46%-330.5pp |
| Employer contribution / active EE | $2,801 | $3,014-7.1% | $2,540+10.3% | $4,764-41.2% |
| Participant deferral / active EE | $7,041 | $4,086+72.3% | $3,619+94.6% | $5,851+20.3% |
| Admin fee / account holder | $61,477 | $7,635+705.2% | $6,253+883.2% | $11,601+429.9% |