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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 | $250,991 | $93,345+168.9% | $119,126+110.7% | $87,485+186.9% |
| Participation rate | 52.8% | 68.7%-16.0pp | 75.8%-23.0pp | 68.9%-16.2pp |
| Annual return | 14.84% | 19.08%-4.2pp | 282.11%-267.3pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,712 | $3,172-46.0% | $4,034-57.6% | $2,596-34.1% |
| Participant deferral / active EE | $4,133 | $4,099+0.8% | $5,318-22.3% | $4,274-3.3% |
| Admin fee / account holder | $3,478 | $8,039-56.7% | $10,693-67.5% | $7,775-55.3% |