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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 | $273,571 | $102,609+166.6% | $98,090+178.9% | $138,895+97.0% |
| Participation rate | 40.0% | 82.8%-42.8pp | 81.5%-41.5pp | 79.9%-39.9pp |
| Annual return | 13.73% | 36.44%-22.7pp | 37.05%-23.3pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,862 | $3,867-26.0% | $3,606-20.6% | $4,194-31.8% |
| Participant deferral / active EE | $4,966 | $8,167-39.2% | $7,845-36.7% | $6,396-22.4% |
| Admin fee / account holder | $235,938 | $11,434+1963.5% | $11,815+1896.9% | $12,562+1778.2% |