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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 | $320,787 | $88,672+261.8% | $105,223+204.9% | $82,448+289.1% |
| Participation rate | 57.8% | 67.9%-10.1pp | 75.0%-17.3pp | 68.1%-10.3pp |
| Annual return | 15.64% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,323 | $3,048-56.6% | $3,689-64.1% | $2,551-48.2% |
| Participant deferral / active EE | $5,289 | $4,036+31.0% | $5,072+4.3% | $4,139+27.8% |
| Admin fee / account holder | $1,659 | $7,146-76.8% | $8,859-81.3% | $7,234-77.1% |