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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 | $279,347 | $89,259+213.0% | $107,187+160.6% | $82,637+238.0% |
| Participation rate | 25.9% | 67.9%-42.0pp | 75.0%-49.1pp | 68.1%-42.1pp |
| Annual return | 14.22% | 21.02%-6.8pp | 204.55%-190.3pp | 53.51%-39.3pp |
| Employer contribution / active EE | $4,630 | $3,080+50.3% | $3,782+22.4% | $2,552+81.4% |
| Participant deferral / active EE | $4,727 | $4,037+17.1% | $5,096-7.2% | $4,126+14.6% |
| Admin fee / account holder | $2,262 | $7,381-69.4% | $9,162-75.3% | $7,339-69.2% |