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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 | $287,944 | $72,486+297.2% | $87,103+230.6% | $72,976+294.6% |
| Participation rate | 57.5% | 72.8%-15.3pp | 76.9%-19.4pp | 69.5%-12.0pp |
| Annual return | 23.44% | 24.46%-1.0pp | 28.19%-4.8pp | 81.02%-57.6pp |
| Employer contribution / active EE | $1,233 | $1,894-34.9% | $2,521-51.1% | $2,440-49.5% |
| Participant deferral / active EE | $4,432 | $3,270+35.6% | $4,049+9.5% | $3,608+22.9% |
| Admin fee / account holder | $5,120 | $5,055+1.3% | $7,491-31.7% | $5,124-0.1% |