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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 | $251,790 | $62,592+302.3% | $85,709+193.8% | $85,847+193.3% |
| Participation rate | 37.6% | 61.1%-23.5pp | 69.9%-32.2pp | 69.3%-31.7pp |
| Annual return | 16.06% | 23.77%-7.7pp | 21.49%-5.4pp | 318.61%-302.5pp |
| Employer contribution / active EE | $2,107 | $1,755+20.0% | $2,619-19.5% | $2,565-17.9% |
| Participant deferral / active EE | $2,098 | $2,802-25.1% | $3,924-46.5% | $3,952-46.9% |
| Admin fee / account holder | $15,546 | $4,643+234.8% | $6,876+126.1% | $6,261+148.3% |