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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 | $293,166 | $117,895+148.7% | $102,460+186.1% | $145,897+100.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 18.11% | 31.92%-13.8pp | 29.47%-11.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $1,881 | $3,619-48.0% | $3,025-37.8% | $4,663-59.7% |
| Participant deferral / active EE | $2,772 | $5,736-51.7% | $5,056-45.2% | $6,689-58.6% |
| Admin fee / account holder | $5,597 | $13,353-58.1% | $9,460-40.8% | $13,390-58.2% |