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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 | $270,399 | $65,575+312.4% | $86,209+213.7% | $75,181+259.7% |
| Participation rate | 34.9% | 60.5%-25.6pp | 69.0%-34.1pp | 67.2%-32.3pp |
| Annual return | 14.59% | 46.07%-31.5pp | 1169.05%-1154.5pp | 160.69%-146.1pp |
| Employer contribution / active EE | $2,770 | $1,553+78.3% | $2,381+16.3% | $2,671+3.7% |
| Participant deferral / active EE | $2,141 | $3,023-29.2% | $3,986-46.3% | $4,126-48.1% |
| Admin fee / account holder | $1,765 | $5,470-67.7% | $6,853-74.2% | $5,650-68.8% |