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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 | $276,940 | $68,878+302.1% | $120,574+129.7% | $80,935+242.2% |
| Participation rate | 44.4% | 61.7%-17.2pp | 71.9%-27.5pp | 67.7%-23.2pp |
| Annual return | 11.40% | 23.67%-12.3pp | 107.42%-96.0pp | 35.66%-24.3pp |
| Employer contribution / active EE | $2,155 | $2,065+4.4% | $3,471-37.9% | $2,757-21.8% |
| Participant deferral / active EE | $5,657 | $3,189+77.4% | $4,996+13.2% | $4,299+31.6% |
| Admin fee / account holder | $47,094 | $5,782+714.5% | $9,445+398.6% | $6,924+580.1% |