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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 | $71,197+293.5% | $93,669+199.1% | $80,925+246.2% |
| Participation rate | 24.4% | 60.4%-36.0pp | 68.7%-44.3pp | 67.7%-43.3pp |
| Annual return | 10.37% | 11.27%-0.9pp | 133.59%-123.2pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,912 | $1,565+22.2% | $2,424-21.1% | $2,756-30.6% |
| Participant deferral / active EE | $2,885 | $4,036-28.5% | $4,416-34.7% | $4,299-32.9% |
| Admin fee / account holder | $6,507 | $6,959-6.5% | $8,291-21.5% | $6,940-6.2% |