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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 | $282,238 | $97,648+189.0% | $121,663+132.0% | $87,485+222.6% |
| Participation rate | 48.7% | 70.5%-21.8pp | 74.5%-25.8pp | 68.9%-20.2pp |
| Annual return | 13.27% | 18.03%-4.8pp | 147.54%-134.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,150 | $2,300-6.5% | $3,020-28.8% | $2,596-17.2% |
| Participant deferral / active EE | $4,394 | $3,923+12.0% | $4,887-10.1% | $4,274+2.8% |
| Admin fee / account holder | $39,372 | $11,100+254.7% | $14,289+175.5% | $7,775+406.4% |