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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 | $258,614 | $97,125+166.3% | $86,233+199.9% | $137,256+88.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 15.71% | 74.19%-58.5pp | 61.39%-45.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,231 | $2,841-56.7% | $2,504-50.8% | $4,156-70.4% |
| Participant deferral / active EE | $8,875 | $5,180+71.3% | $4,559+94.7% | $6,407+38.5% |
| Admin fee / account holder | $2,608 | $9,725-73.2% | $8,342-68.7% | $12,270-78.7% |