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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 | $108,882+154.5% | $96,754+186.4% | $154,746+79.1% |
| Participation rate | 45.5% | 75.1%-29.6pp | 70.3%-24.8pp | 80.7%-35.2pp |
| Annual return | 15.35% | 98.39%-83.0pp | 82.04%-66.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,933 | $3,018-36.0% | $2,679-27.9% | $4,379-55.9% |
| Participant deferral / active EE | $5,547 | $5,323+4.2% | $4,758+16.6% | $6,730-17.6% |
| Admin fee / account holder | $1,689 | $10,200-83.4% | $8,905-81.0% | $14,365-88.2% |