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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 | $480,173 | $136,860+250.9% | $120,344+299.0% | $154,746+210.3% |
| Participation rate | 54.5% | 79.9%-25.3pp | 76.7%-22.2pp | 80.7%-26.2pp |
| Annual return | 14.13% | 21.38%-7.2pp | 20.30%-6.2pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,292 | $3,533-63.4% | $3,020-57.2% | $4,379-70.5% |
| Participant deferral / active EE | $9,860 | $5,793+70.2% | $5,135+92.0% | $6,730+46.5% |
| Admin fee / account holder | $18,426 | $15,393+19.7% | $12,742+44.6% | $14,365+28.3% |