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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 | $124,980+112.3% | $108,359+144.8% | $154,746+71.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 20.57% | 45.00%-24.4pp | 36.89%-16.3pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,600 | $2,851-43.9% | $2,399-33.3% | $4,379-63.5% |
| Participant deferral / active EE | $3,505 | $4,743-26.1% | $4,137-15.3% | $6,730-47.9% |
| Admin fee / account holder | $3,209 | $11,502-72.1% | $9,741-67.1% | $14,365-77.7% |