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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 | $259,894 | $76,407+240.1% | $150,298+72.9% | $82,448+215.2% |
| Participation rate | 46.3% | 66.4%-20.1pp | 77.8%-31.5pp | 68.1%-21.8pp |
| Annual return | 16.51% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,439 | $2,614-45.0% | $4,154-65.4% | $2,551-43.6% |
| Participant deferral / active EE | $4,509 | $3,214+40.3% | $5,453-17.3% | $4,139+8.9% |
| Admin fee / account holder | $1,886 | $6,352-70.3% | $14,116-86.6% | $7,234-73.9% |