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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 | $261,912 | $110,410+137.2% | $102,437+155.7% | $145,897+79.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 14.86% | 24.85%-10.0pp | 24.95%-10.1pp | 552.29%-537.4pp |
| Employer contribution / active EE | $2,999 | $4,217-28.9% | $3,871-22.5% | $4,663-35.7% |
| Participant deferral / active EE | $7,451 | $5,622+32.5% | $5,060+47.3% | $6,689+11.4% |
| Admin fee / account holder | $40,551 | $9,745+316.1% | $8,388+383.4% | $13,390+202.8% |