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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 | $73,978+282.3% | $96,515+193.0% | $75,173+276.2% |
| Participation rate | 54.2% | 66.4%-12.3pp | 74.3%-20.2pp | 67.2%-13.0pp |
| Annual return | 19.28% | 26.72%-7.4pp | 35.73%-16.4pp | 160.72%-141.4pp |
| Employer contribution / active EE | $5,555 | $2,931+89.6% | $3,740+48.5% | $2,671+108.0% |
| Participant deferral / active EE | $9,169 | $3,660+150.5% | $4,880+87.9% | $4,126+122.2% |
| Admin fee / account holder | $849 | $5,219-83.7% | $6,735-87.4% | $5,651-85.0% |