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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 | $283,191 | $90,486+213.0% | $78,676+259.9% | $273,972+3.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 2.57% | 75.62%-73.1pp | 62.19%-59.6pp | 41.46%-38.9pp |
| Employer contribution / active EE | $2,032 | $3,175-36.0% | $2,850-28.7% | $4,869-58.3% |
| Participant deferral / active EE | $4,815 | $3,901+23.4% | $3,517+36.9% | $5,287-8.9% |
| Admin fee / account holder | $527 | $5,263-90.0% | $4,510-88.3% | $10,133-94.8% |