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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 | $268,585 | $117,895+127.8% | $102,460+162.1% | $145,897+84.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 14.17% | 31.92%-17.8pp | 29.47%-15.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,622 | $3,619-55.2% | $3,025-46.4% | $4,663-65.2% |
| Participant deferral / active EE | $6,204 | $5,736+8.1% | $5,056+22.7% | $6,689-7.3% |
| Admin fee / account holder | $16,292 | $13,353+22.0% | $9,460+72.2% | $13,390+21.7% |