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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 | $271,219 | $201,370+34.7% | $184,256+47.2% | $145,897+85.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 17.35% | 29.05%-11.7pp | 28.85%-11.5pp | 552.29%-534.9pp |
| Employer contribution / active EE | $1,792 | $7,024-74.5% | $6,427-72.1% | $4,663-61.6% |
| Participant deferral / active EE | $15,250 | $9,808+55.5% | $9,133+67.0% | $6,689+128.0% |
| Admin fee / account holder | $2,875 | $16,364-82.4% | $13,899-79.3% | $13,390-78.5% |