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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 | $289,573 | $123,155+135.1% | $108,753+166.3% | $155,188+86.6% |
| Participation rate | 45.5% | 75.6%-30.2pp | 71.1%-25.6pp | 80.8%-35.3pp |
| Annual return | 7.46% | 44.73%-37.3pp | 37.47%-30.0pp | 148.84%-141.4pp |
| Employer contribution / active EE | $1,085 | $2,811-61.4% | $2,427-55.3% | $4,248-74.5% |
| Participant deferral / active EE | $4,790 | $4,623+3.6% | $4,115+16.4% | $6,531-26.7% |
| Admin fee / account holder | $21,072 | $12,126+73.8% | $10,320+104.2% | $14,480+45.5% |