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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 | $270,458 | $76,407+254.0% | $150,298+79.9% | $82,448+228.0% |
| Participation rate | 53.6% | 66.4%-12.8pp | 77.8%-24.1pp | 68.1%-14.4pp |
| Annual return | 13.52% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,846 | $2,614+8.9% | $4,154-31.5% | $2,551+11.6% |
| Participant deferral / active EE | $6,375 | $3,214+98.3% | $5,453+16.9% | $4,139+54.0% |
| Admin fee / account holder | $1,522 | $6,352-76.0% | $14,116-89.2% | $7,234-79.0% |