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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 | $273,262 | $138,312+97.6% | $122,979+122.2% | $155,188+76.1% |
| Participation rate | 56.5% | 80.2%-23.7pp | 77.2%-20.7pp | 80.8%-24.3pp |
| Annual return | 13.51% | 22.06%-8.6pp | 20.12%-6.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $951 | $3,530-73.1% | $3,062-69.0% | $4,248-77.6% |
| Participant deferral / active EE | $2,434 | $5,592-56.5% | $5,003-51.3% | $6,531-62.7% |
| Admin fee / account holder | $9,396 | $15,089-37.7% | $12,864-27.0% | $14,480-35.1% |