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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 | $277,257 | $185,141+49.8% | $153,416+80.7% | $155,188+78.7% |
| Participation rate | 55.6% | 79.9%-24.4pp | 74.3%-18.8pp | 80.8%-25.2pp |
| Annual return | 15.47% | 18.72%-3.3pp | 17.84%-2.4pp | 148.84%-133.4pp |
| Employer contribution / active EE | $1,212 | $4,489-73.0% | $3,764-67.8% | $4,248-71.5% |
| Participant deferral / active EE | $2,090 | $5,477-61.8% | $4,723-55.7% | $6,531-68.0% |
| Admin fee / account holder | $2,787 | $16,005-82.6% | $13,095-78.7% | $14,480-80.8% |