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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 | $287,548 | $140,592+104.5% | $123,105+133.6% | $125,389+129.3% |
| Participation rate | 60.0% | 88.2%-28.2pp | 86.8%-26.8pp | 83.2%-23.2pp |
| Annual return | 1.03% | 16.80%-15.8pp | 13.22%-12.2pp | 282.24%-281.2pp |
| Employer contribution / active EE | $2,470 | $6,041-59.1% | $5,151-52.0% | $4,866-49.2% |
| Participant deferral / active EE | $5,537 | $6,980-20.7% | $6,229-11.1% | $5,352+3.5% |
| Admin fee / account holder | $17,256 | $11,198+54.1% | $9,014+91.4% | $9,541+80.9% |