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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 | $267,466 | $110,337+142.4% | $102,383+161.2% | $145,877+83.4% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 12.95% | 24.83%-11.9pp | 24.94%-12.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,321 | $4,216-44.9% | $3,870-40.0% | $4,663-50.2% |
| Participant deferral / active EE | $2,919 | $5,621-48.1% | $5,060-42.3% | $6,691-56.4% |
| Admin fee / account holder | $10,607 | $9,750+8.8% | $8,391+26.4% | $13,402-20.9% |