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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 | $259,146 | $91,537+183.1% | $130,045+99.3% | $75,173+244.7% |
| Participation rate | 65.5% | 71.5%-5.9pp | 78.5%-13.0pp | 67.2%-1.7pp |
| Annual return | 15.89% | -631.55%+647.4pp | -137.30%+153.2pp | 160.72%-144.8pp |
| Employer contribution / active EE | $2,058 | $2,845-27.7% | $4,321-52.4% | $2,671-23.0% |
| Participant deferral / active EE | $5,701 | $4,343+31.3% | $5,820-2.0% | $4,126+38.2% |
| Admin fee / account holder | $40,328 | $6,780+494.8% | $10,600+280.4% | $5,651+613.7% |