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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 | $260,661 | $111,814+133.1% | $103,374+152.2% | $145,959+78.6% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 15.53% | 24.77%-9.2pp | 24.89%-9.4pp | 561.95%-546.4pp |
| Employer contribution / active EE | $2,039 | $4,214-51.6% | $3,869-47.3% | $4,661-56.3% |
| Participant deferral / active EE | $5,358 | $5,618-4.6% | $5,058+5.9% | $6,689-19.9% |
| Admin fee / account holder | $2,484 | $9,754-74.5% | $8,394-70.4% | $13,398-81.5% |