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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 | $280,760 | $122,962+128.3% | $71,585+292.2% | $138,895+102.1% |
| Participation rate | 33.3% | 68.9%-35.5pp | 68.2%-34.8pp | 79.9%-46.6pp |
| Annual return | 16.39% | 37.84%-21.5pp | 59.26%-42.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,490 | $2,620-43.1% | $1,669-10.7% | $4,194-64.5% |
| Participant deferral / active EE | $5,041 | $4,311+16.9% | $2,923+72.4% | $6,396-21.2% |
| Admin fee / account holder | $2,569 | $6,488-60.4% | $4,712-45.5% | $12,562-79.5% |