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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 | $269,909 | $111,814+141.4% | $103,378+161.1% | $145,978+84.9% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.4pp |
| Annual return | 11.65% | 24.80%-13.2pp | 24.91%-13.3pp | 550.52%-538.9pp |
| Employer contribution / active EE | $1,487 | $4,215-64.7% | $3,870-61.6% | $4,662-68.1% |
| Participant deferral / active EE | $7,518 | $5,618+33.8% | $5,058+48.6% | $6,690+12.4% |
| Admin fee / account holder | $452 | $9,764-95.4% | $8,401-94.6% | $13,400-96.6% |