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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 | $68,586+303.8% | $120,380+130.1% | $80,911+242.3% |
| Participation rate | 44.4% | 61.6%-17.1pp | 71.9%-27.5pp | 67.6%-23.2pp |
| Annual return | 11.40% | 23.62%-12.2pp | 107.28%-95.9pp | 35.63%-24.2pp |
| Employer contribution / active EE | $2,155 | $2,053+5.0% | $3,465-37.8% | $2,756-21.8% |
| Participant deferral / active EE | $5,657 | $3,174+78.2% | $4,992+13.3% | $4,297+31.6% |
| Admin fee / account holder | $47,094 | $5,733+721.4% | $9,421+399.9% | $6,935+579.1% |