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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 | $410,237 | $106,974+283.5% | $90,796+351.8% | $138,895+195.4% |
| Participation rate | 59.1% | 74.9%-15.8pp | 69.5%-10.4pp | 79.9%-20.8pp |
| Annual return | 10.50% | 20.10%-9.6pp | 19.29%-8.8pp | 145.39%-134.9pp |
| Employer contribution / active EE | $1,178 | $2,609-54.8% | $2,294-48.6% | $4,194-71.9% |
| Participant deferral / active EE | $1,571 | $4,455-64.7% | $3,822-58.9% | $6,396-75.4% |
| Admin fee / account holder | $2,494 | $8,626-71.1% | $7,024-64.5% | $12,562-80.1% |