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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 | $280,131 | $71,208+293.4% | $93,681+199.0% | $80,911+246.2% |
| Participation rate | 24.4% | 60.4%-36.0pp | 68.7%-44.3pp | 67.6%-43.3pp |
| Annual return | 10.37% | 11.27%-0.9pp | 133.47%-123.1pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,912 | $1,564+22.2% | $2,422-21.1% | $2,756-30.6% |
| Participant deferral / active EE | $2,885 | $4,035-28.5% | $4,415-34.6% | $4,297-32.9% |
| Admin fee / account holder | $6,507 | $6,951-6.4% | $8,290-21.5% | $6,935-6.2% |