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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 | $251,680 | $110,337+128.1% | $102,383+145.8% | $145,877+72.5% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 12.73% | 24.83%-12.1pp | 24.94%-12.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,908 | $4,216-54.7% | $3,870-50.7% | $4,663-59.1% |
| Participant deferral / active EE | $6,472 | $5,621+15.2% | $5,060+27.9% | $6,691-3.3% |
| Admin fee / account holder | $617 | $9,750-93.7% | $8,391-92.6% | $13,402-95.4% |