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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 | $277,195 | $117,846+135.2% | $102,434+170.6% | $145,884+90.0% |
| Participation rate | 41.7% | 78.6%-37.0pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 14.38% | 31.90%-17.5pp | 29.46%-15.1pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,396 | $3,615-61.4% | $3,023-53.8% | $4,662-70.1% |
| Participant deferral / active EE | $2,463 | $5,733-57.0% | $5,055-51.3% | $6,690-63.2% |
| Admin fee / account holder | $857 | $13,356-93.6% | $9,462-90.9% | $13,392-93.6% |