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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 | $273,316 | $111,535+145.1% | $105,223+159.7% | $137,256+99.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 17.25% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,561 | $3,939-60.4% | $3,689-57.7% | $4,156-62.4% |
| Participant deferral / active EE | $7,421 | $5,500+34.9% | $5,072+46.3% | $6,407+15.8% |
| Admin fee / account holder | $1,862 | $9,721-80.8% | $8,859-79.0% | $12,270-84.8% |