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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 | $282,785 | $110,379+156.2% | $102,412+176.1% | $145,884+93.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 23.54% | 24.84%-1.3pp | 24.94%-1.4pp | 551.85%-528.3pp |
| Employer contribution / active EE | $1,665 | $4,216-60.5% | $3,870-57.0% | $4,662-64.3% |
| Participant deferral / active EE | $3,539 | $5,622-37.0% | $5,060-30.1% | $6,690-47.1% |
| Admin fee / account holder | $1,840 | $9,745-81.1% | $8,388-78.1% | $13,392-86.3% |