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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 | $303,141 | $104,650+189.7% | $83,854+261.5% | $155,188+95.3% |
| Participation rate | 53.8% | 65.1%-11.2pp | 59.1%-5.3pp | 80.8%-27.0pp |
| Annual return | 19.31% | 28.97%-9.7pp | 31.39%-12.1pp | 148.84%-129.5pp |
| Employer contribution / active EE | $9,323 | $1,196+679.2% | $1,017+816.5% | $4,248+119.5% |
| Participant deferral / active EE | $4,883 | $2,367+106.3% | $2,035+139.9% | $6,531-25.2% |
| Admin fee / account holder | $2,457 | $3,518-30.2% | $3,197-23.2% | $14,480-83.0% |