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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 | $282,033 | $63,703+342.7% | $93,063+203.1% | $82,448+242.1% |
| Participation rate | 43.8% | 63.8%-20.1pp | 72.1%-28.4pp | 68.1%-24.3pp |
| Annual return | 16.77% | -775.43%+792.2pp | 34.15%-17.4pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,564 | $1,729-9.5% | $2,476-36.8% | $2,551-38.7% |
| Participant deferral / active EE | $3,893 | $2,919+33.3% | $3,958-1.7% | $4,139-6.0% |
| Admin fee / account holder | $7,995 | $5,982+33.6% | $6,033+32.5% | $7,234+10.5% |