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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 | $111,535+129.4% | $105,223+143.2% | $137,256+86.4% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.0%-21.7pp | 80.0%-26.6pp |
| Annual return | 15.23% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,562 | $3,939-60.3% | $3,689-57.6% | $4,156-62.4% |
| Participant deferral / active EE | $5,477 | $5,500-0.4% | $5,072+8.0% | $6,407-14.5% |
| Admin fee / account holder | $113,992 | $9,721+1072.6% | $8,859+1186.8% | $12,270+829.0% |