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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 | $257,733 | $90,486+184.8% | $78,676+227.6% | $273,972-5.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 9.89% | 75.62%-65.7pp | 62.19%-52.3pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,504 | $3,175-52.6% | $2,850-47.2% | $4,869-69.1% |
| Participant deferral / active EE | $5,295 | $3,901+35.7% | $3,517+50.6% | $5,287+0.2% |
| Admin fee / account holder | $4,681 | $5,263-11.1% | $4,510+3.8% | $10,133-53.8% |