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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 | $254,729 | $99,875+155.0% | $146,866+73.4% | $86,983+192.8% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.5%-17.1pp | 69.5%-4.2pp |
| Annual return | 21.92% | 28.10%-6.2pp | 102.85%-80.9pp | 25.83%-3.9pp |
| Employer contribution / active EE | $2,252 | $3,224-30.2% | $4,425-49.1% | $2,584-12.9% |
| Participant deferral / active EE | $8,914 | $6,322+41.0% | $7,759+14.9% | $4,194+112.5% |
| Admin fee / account holder | $43,490 | $7,838+454.9% | $13,620+219.3% | $7,856+453.6% |