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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 | $277,129 | $107,809+157.1% | $97,032+185.6% | $155,188+78.6% |
| Participation rate | 45.5% | 75.5%-30.0pp | 71.6%-26.1pp | 80.8%-35.3pp |
| Annual return | 15.35% | 38.06%-22.7pp | 35.38%-20.0pp | 148.84%-133.5pp |
| Employer contribution / active EE | $1,933 | $2,911-33.6% | $2,629-26.5% | $4,248-54.5% |
| Participant deferral / active EE | $5,547 | $5,129+8.1% | $4,672+18.7% | $6,531-15.1% |
| Admin fee / account holder | $1,689 | $10,717-84.2% | $9,418-82.1% | $14,480-88.3% |