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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 | $307,193 | $97,125+216.3% | $86,233+256.2% | $137,256+123.8% |
| Participation rate | 56.3% | 74.2%-17.9pp | 69.0%-12.8pp | 80.0%-23.7pp |
| Annual return | 17.92% | 74.19%-56.3pp | 61.39%-43.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,806 | $2,841-36.4% | $2,504-27.9% | $4,156-56.5% |
| Participant deferral / active EE | $4,445 | $5,180-14.2% | $4,559-2.5% | $6,407-30.6% |
| Admin fee / account holder | $1,426 | $9,725-85.3% | $8,342-82.9% | $12,270-88.4% |