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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 | $110,410+151.5% | $102,437+171.1% | $145,897+90.3% |
| Participation rate | 38.9% | 77.9%-39.0pp | 74.5%-35.6pp | 80.3%-41.4pp |
| Annual return | 25.11% | 24.85%+0.3pp | 24.95%+0.2pp | 552.29%-527.2pp |
| Employer contribution / active EE | $1,380 | $4,217-67.3% | $3,871-64.4% | $4,663-70.4% |
| Participant deferral / active EE | $1,728 | $5,622-69.3% | $5,060-65.8% | $6,689-74.2% |
| Admin fee / account holder | $1,287 | $9,745-86.8% | $8,388-84.7% | $13,390-90.4% |