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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 | $254,289 | $87,166+191.7% | $76,735+231.4% | $137,256+85.3% |
| Participation rate | 44.4% | 74.4%-29.9pp | 69.5%-25.1pp | 80.0%-35.5pp |
| Annual return | 14.99% | 26.50%-11.5pp | 29.77%-14.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,701 | $2,904-41.4% | $2,454-30.7% | $4,156-59.1% |
| Participant deferral / active EE | $7,953 | $4,726+68.3% | $4,088+94.5% | $6,407+24.1% |
| Admin fee / account holder | $14,778 | $8,403+75.9% | $7,189+105.5% | $12,270+20.4% |