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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 | $73,107+285.8% | $114,563+146.2% | $87,485+222.4% |
| Participation rate | 43.8% | 65.8%-22.0pp | 72.9%-29.2pp | 68.9%-25.2pp |
| Annual return | 16.77% | 19.47%-2.7pp | 241.09%-224.3pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,564 | $1,881-16.9% | $2,592-39.7% | $2,596-39.8% |
| Participant deferral / active EE | $3,893 | $3,144+23.8% | $4,142-6.0% | $4,274-8.9% |
| Admin fee / account holder | $7,995 | $5,770+38.6% | $7,623+4.9% | $7,775+2.8% |