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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 | $260,780 | $124,314+109.8% | $109,163+138.9% | $167,518+55.7% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.6pp |
| Annual return | 10.10% | 26.04%-15.9pp | 25.75%-15.7pp | 478.71%-468.6pp |
| Employer contribution / active EE | $4,714 | $4,209+12.0% | $3,723+26.6% | $4,838-2.6% |
| Participant deferral / active EE | $6,333 | $5,256+20.5% | $4,654+36.1% | $6,342-0.1% |
| Admin fee / account holder | $2,085 | $7,973-73.9% | $6,754-69.1% | $12,312-83.1% |