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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 | $281,510 | $108,825+158.7% | $156,181+80.2% | $82,448+241.4% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 14.26% | 20.59%-6.3pp | 64.87%-50.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,810 | $2,870-36.9% | $4,294-57.8% | $2,551-29.0% |
| Participant deferral / active EE | $4,869 | $4,577+6.4% | $6,132-20.6% | $4,139+17.6% |
| Admin fee / account holder | $4,807 | $9,341-48.5% | $14,586-67.0% | $7,234-33.6% |