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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 | $268,494 | $115,911+131.6% | $100,530+167.1% | $158,950+68.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 13.99% | 34.80%-20.8pp | 30.89%-16.9pp | 302.91%-288.9pp |
| Employer contribution / active EE | $1,335 | $4,104-67.5% | $3,418-60.9% | $4,762-72.0% |
| Participant deferral / active EE | $6,271 | $6,676-6.1% | $6,2710% | $5,983+4.8% |
| Admin fee / account holder | $1,331 | $10,999-87.9% | $8,083-83.5% | $11,248-88.2% |