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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 | $254,378 | $125,797+102.2% | $170,057+49.6% | $75,177+238.4% |
| Participation rate | 53.1% | 83.6%-30.5pp | 87.0%-33.9pp | 67.2%-14.1pp |
| Annual return | 22.97% | 27.20%-4.2pp | 53.42%-30.4pp | 160.75%-137.8pp |
| Employer contribution / active EE | $1,647 | $4,616-64.3% | $6,790-75.7% | $2,671-38.3% |
| Participant deferral / active EE | $7,566 | $6,838+10.6% | $10,411-27.3% | $4,126+83.4% |
| Admin fee / account holder | $26,344 | $8,177+222.2% | $12,826+105.4% | $5,651+366.2% |