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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 | $314,896 | $124,980+152.0% | $108,359+190.6% | $154,746+103.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 15.16% | 45.00%-29.8pp | 36.89%-21.7pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,092 | $2,851-61.7% | $2,399-54.5% | $4,379-75.1% |
| Participant deferral / active EE | $6,283 | $4,743+32.5% | $4,137+51.9% | $6,730-6.6% |
| Admin fee / account holder | $4,765 | $11,502-58.6% | $9,741-51.1% | $14,365-66.8% |