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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 | $268,382 | $73,955+262.9% | $96,520+178.1% | $75,181+257.0% |
| Participation rate | 42.3% | 66.4%-24.1pp | 74.3%-32.0pp | 67.2%-24.9pp |
| Annual return | 15.67% | 26.72%-11.1pp | 35.72%-20.0pp | 160.69%-145.0pp |
| Employer contribution / active EE | $2,419 | $2,930-17.5% | $3,739-35.3% | $2,671-9.4% |
| Participant deferral / active EE | $7,441 | $3,659+103.3% | $4,879+52.5% | $4,126+80.3% |
| Admin fee / account holder | $5,922 | $5,217+13.5% | $6,733-12.0% | $5,650+4.8% |