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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 | $270,458 | $78,690+243.7% | $161,489+67.5% | $87,485+209.1% |
| Participation rate | 53.6% | 67.5%-13.8pp | 78.7%-25.1pp | 68.9%-15.3pp |
| Annual return | 13.52% | 32.74%-19.2pp | 89.72%-76.2pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,846 | $2,588+10.0% | $4,268-33.3% | $2,596+9.6% |
| Participant deferral / active EE | $6,375 | $3,311+92.5% | $5,630+13.2% | $4,274+49.2% |
| Admin fee / account holder | $1,522 | $6,724-77.4% | $16,006-90.5% | $7,775-80.4% |