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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 | $280,839 | $102,422+174.2% | $147,117+90.9% | $80,959+246.9% |
| Participation rate | 49.4% | 75.9%-26.5pp | 82.2%-32.8pp | 67.7%-18.3pp |
| Annual return | 17.79% | 135.16%-117.4pp | 420.54%-402.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $3,503 | $3,717-5.8% | $4,932-29.0% | $2,757+27.0% |
| Participant deferral / active EE | $10,157 | $6,652+52.7% | $8,065+25.9% | $4,300+136.2% |
| Admin fee / account holder | $7,549 | $7,953-5.1% | $12,993-41.9% | $6,925+9.0% |