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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 | $277,671 | $110,337+151.7% | $102,383+171.2% | $145,877+90.3% |
| Participation rate | 38.9% | 77.9%-39.0pp | 74.5%-35.6pp | 80.3%-41.4pp |
| Annual return | 25.11% | 24.83%+0.3pp | 24.94%+0.2pp | 551.28%-526.2pp |
| Employer contribution / active EE | $1,380 | $4,216-67.3% | $3,870-64.4% | $4,663-70.4% |
| Participant deferral / active EE | $1,728 | $5,621-69.3% | $5,060-65.8% | $6,691-74.2% |
| Admin fee / account holder | $1,287 | $9,750-86.8% | $8,391-84.7% | $13,402-90.4% |