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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 | $298,668 | $65,034+359.2% | $90,970+228.3% | $79,856+274.0% |
| Participation rate | 46.9% | 61.6%-14.7pp | 69.0%-22.1pp | 69.6%-22.8pp |
| Annual return | 23.04% | 30.45%-7.4pp | 134.60%-111.6pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,501 | $1,247+20.3% | $2,122-29.3% | $2,471-39.3% |
| Participant deferral / active EE | $1,979 | $2,512-21.2% | $3,373-41.3% | $3,741-47.1% |
| Admin fee / account holder | $1,090 | $4,536-76.0% | $5,961-81.7% | $5,306-79.5% |