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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 | $257,919 | $107,809+139.2% | $97,032+165.8% | $155,188+66.2% |
| Participation rate | 58.8% | 75.5%-16.7pp | 71.6%-12.7pp | 80.8%-22.0pp |
| Annual return | 19.22% | 38.06%-18.8pp | 35.38%-16.2pp | 148.84%-129.6pp |
| Employer contribution / active EE | $979 | $2,911-66.4% | $2,629-62.7% | $4,248-76.9% |
| Participant deferral / active EE | $5,774 | $5,129+12.6% | $4,672+23.6% | $6,531-11.6% |
| Admin fee / account holder | $3,488 | $10,717-67.5% | $9,418-63.0% | $14,480-75.9% |