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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 | $281,475 | $162,821+72.9% | $133,978+110.1% | $158,982+77.0% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 10.74% | 41.95%-31.2pp | 45.10%-34.4pp | 302.99%-292.3pp |
| Employer contribution / active EE | $1,653 | $4,976-66.8% | $3,919-57.8% | $4,763-65.3% |
| Participant deferral / active EE | $5,624 | $5,910-4.9% | $5,047+11.4% | $5,983-6.0% |
| Admin fee / account holder | $1,384 | $11,742-88.2% | $8,930-84.5% | $11,252-87.7% |