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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 | $280,307 | $113,339+147.3% | $94,993+195.1% | $147,585+89.9% |
| Participation rate | 43.8% | 78.0%-34.2pp | 73.9%-30.1pp | 82.8%-39.1pp |
| Annual return | 20.12% | 20.77%-0.6pp | 27.12%-7.0pp | 578.56%-558.4pp |
| Employer contribution / active EE | $2,272 | $3,160-28.1% | $2,603-12.7% | $4,876-53.4% |
| Participant deferral / active EE | $5,306 | $3,777+40.5% | $3,317+60.0% | $5,439-2.4% |
| Admin fee / account holder | $4,964 | $6,063-18.1% | $4,960+0.1% | $10,885-54.4% |