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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 | $281,554 | $124,980+125.3% | $108,359+159.8% | $154,746+81.9% |
| Participation rate | 58.3% | 75.2%-16.8pp | 70.1%-11.8pp | 80.7%-22.4pp |
| Annual return | 10.63% | 45.00%-34.4pp | 36.89%-26.3pp | 172.34%-161.7pp |
| Employer contribution / active EE | $1,294 | $2,851-54.6% | $2,399-46.1% | $4,379-70.4% |
| Participant deferral / active EE | $5,488 | $4,743+15.7% | $4,137+32.6% | $6,730-18.5% |
| Admin fee / account holder | $6,228 | $11,502-45.8% | $9,741-36.1% | $14,365-56.6% |