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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 | $276,805 | $114,119+142.6% | $107,187+158.2% | $138,895+99.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 15.18% | 273.21%-258.0pp | 204.55%-189.4pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,019 | $4,059-74.9% | $3,782-73.1% | $4,194-75.7% |
| Participant deferral / active EE | $5,609 | $5,538+1.3% | $5,096+10.1% | $6,396-12.3% |
| Admin fee / account holder | $6,190 | $10,024-38.2% | $9,162-32.4% | $12,562-50.7% |