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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 | $279,156 | $117,829+136.9% | $102,423+172.6% | $145,877+91.4% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 11.58% | 31.83%-20.3pp | 29.42%-17.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,143 | $3,615-40.7% | $3,023-29.1% | $4,663-54.0% |
| Participant deferral / active EE | $6,201 | $5,732+8.2% | $5,054+22.7% | $6,691-7.3% |
| Admin fee / account holder | $4,138 | $13,335-69.0% | $9,455-56.2% | $13,402-69.1% |