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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 | $279,347 | $96,731+188.8% | $123,973+125.3% | $86,983+221.2% |
| Participation rate | 25.9% | 70.0%-44.1pp | 76.7%-50.7pp | 69.5%-43.6pp |
| Annual return | 14.22% | 17.33%-3.1pp | 388.13%-373.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $4,630 | $3,297+40.4% | $4,126+12.2% | $2,584+79.1% |
| Participant deferral / active EE | $4,727 | $4,152+13.9% | $5,247-9.9% | $4,194+12.7% |
| Admin fee / account holder | $2,262 | $8,722-74.1% | $11,799-80.8% | $7,856-71.2% |