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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 | $265,306 | $112,729+135.3% | $98,716+168.8% | $137,256+93.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 20.57% | 38.48%-17.9pp | 31.81%-11.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,600 | $2,725-41.3% | $2,279-29.8% | $4,156-61.5% |
| Participant deferral / active EE | $3,505 | $4,640-24.5% | $4,048-13.4% | $6,407-45.3% |
| Admin fee / account holder | $3,209 | $10,129-68.3% | $8,703-63.1% | $12,270-73.8% |