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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 | $295,012 | $117,433+151.2% | $99,475+196.6% | $152,897+92.9% |
| Participation rate | 55.6% | 77.5%-22.0pp | 73.8%-18.3pp | 82.5%-26.9pp |
| Annual return | 22.10% | 31.87%-9.8pp | 30.72%-8.6pp | 345.43%-323.3pp |
| Employer contribution / active EE | $1,892 | $3,013-37.2% | $2,540-25.5% | $4,764-60.3% |
| Participant deferral / active EE | $2,419 | $4,086-40.8% | $3,619-33.1% | $5,851-58.6% |
| Admin fee / account holder | $10,054 | $7,634+31.7% | $6,252+60.8% | $11,599-13.3% |