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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 | $256,110 | $213,785+19.8% | $185,441+38.1% | $155,188+65.0% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 9.81% | 19.97%-10.2pp | 20.16%-10.4pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,931 | $5,393-64.2% | $4,672-58.7% | $4,248-54.6% |
| Participant deferral / active EE | $11,135 | $6,864+62.2% | $6,152+81.0% | $6,531+70.5% |
| Admin fee / account holder | $55,556 | $21,134+162.9% | $17,890+210.5% | $14,480+283.7% |