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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 | $257,979 | $78,428+228.9% | $95,960+168.8% | $79,852+223.1% |
| Participation rate | 41.9% | 73.5%-31.6pp | 77.1%-35.2pp | 69.6%-27.8pp |
| Annual return | 13.57% | 19.37%-5.8pp | 91.63%-78.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $2,047 | $1,945+5.2% | $2,541-19.5% | $2,471-17.2% |
| Participant deferral / active EE | $5,146 | $3,440+49.6% | $4,167+23.5% | $3,740+37.6% |
| Admin fee / account holder | $776 | $5,622-86.2% | $6,797-88.6% | $5,306-85.4% |