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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 | $138,312+247.2% | $122,979+290.5% | $155,188+209.4% |
| Participation rate | 54.5% | 80.2%-25.6pp | 77.2%-22.6pp | 80.8%-26.3pp |
| Annual return | 14.13% | 22.06%-7.9pp | 20.12%-6.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $1,292 | $3,530-63.4% | $3,062-57.8% | $4,248-69.6% |
| Participant deferral / active EE | $9,860 | $5,592+76.3% | $5,003+97.1% | $6,531+51.0% |
| Admin fee / account holder | $18,426 | $15,089+22.1% | $12,864+43.2% | $14,480+27.3% |