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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 | $253,075 | $105,284+140.4% | $150,734+67.9% | $94,015+169.2% |
| Participation rate | 63.0% | 71.7%-8.8pp | 78.4%-15.5pp | 70.8%-7.9pp |
| Annual return | 10.45% | 15.67%-5.2pp | 600.81%-590.4pp | 17.84%-7.4pp |
| Employer contribution / active EE | $3,178 | $3,599-11.7% | $4,918-35.4% | $2,790+13.9% |
| Participant deferral / active EE | $7,218 | $4,274+68.9% | $5,610+28.7% | $4,249+69.9% |
| Admin fee / account holder | $26,913 | $9,839+173.5% | $14,905+80.6% | $8,951+200.7% |