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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 | $255,866 | $129,737+97.2% | $119,126+114.8% | $154,746+65.3% |
| Participation rate | 53.3% | 78.9%-25.5pp | 75.8%-22.4pp | 80.7%-27.4pp |
| Annual return | 15.23% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,562 | $4,375-64.3% | $4,034-61.3% | $4,379-64.3% |
| Participant deferral / active EE | $5,477 | $5,842-6.3% | $5,318+3.0% | $6,730-18.6% |
| Admin fee / account holder | $113,992 | $11,961+853.1% | $10,693+966.0% | $14,365+693.5% |