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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 | $257,613 | $289,211-10.9% | $260,467-1.1% | $198,609+29.7% |
| Participation rate | 33.3% | 83.1%-49.8pp | 80.5%-47.1pp | 82.4%-49.0pp |
| Annual return | 18.12% | 112.90%-94.8pp | 100.60%-82.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $1,209 | $4,663-74.1% | $4,239-71.5% | $5,055-76.1% |
| Participant deferral / active EE | $9,081 | $6,812+33.3% | $6,319+43.7% | $6,977+30.2% |
| Admin fee / account holder | $11,518 | $16,236-29.1% | $15,461-25.5% | $19,030-39.5% |