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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 | $271,004 | $102,638+164.0% | $81,982+230.6% | $158,982+70.5% |
| Participation rate | 55.6% | 75.5%-20.0pp | 69.3%-13.7pp | 82.0%-26.4pp |
| Annual return | 15.21% | 61.05%-45.8pp | 41.31%-26.1pp | 302.99%-287.8pp |
| Employer contribution / active EE | $1,745 | $3,241-46.1% | $2,498-30.1% | $4,763-63.4% |
| Participant deferral / active EE | $4,989 | $4,649+7.3% | $3,722+34.0% | $5,983-16.6% |
| Admin fee / account holder | $2,180 | $8,237-73.5% | $5,665-61.5% | $11,252-80.6% |