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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 | $279,939 | $106,864+162.0% | $147,318+90.0% | $82,637+238.8% |
| Participation rate | 57.6% | 75.5%-17.9pp | 82.1%-24.5pp | 68.1%-10.5pp |
| Annual return | 19.16% | 27.49%-8.3pp | 70.43%-51.3pp | 53.51%-34.3pp |
| Employer contribution / active EE | $2,135 | $3,417-37.5% | $4,593-53.5% | $2,552-16.4% |
| Participant deferral / active EE | $5,267 | $6,496-18.9% | $7,906-33.4% | $4,126+27.7% |
| Admin fee / account holder | $31,259 | $8,415+271.5% | $13,708+128.0% | $7,339+325.9% |