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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 | $299,569 | $71,197+320.8% | $93,669+219.8% | $80,925+270.2% |
| Participation rate | 45.9% | 60.4%-14.5pp | 68.7%-22.8pp | 67.7%-21.8pp |
| Annual return | 14.58% | 11.27%+3.3pp | 133.59%-119.0pp | 35.65%-21.1pp |
| Employer contribution / active EE | $1,708 | $1,565+9.1% | $2,424-29.5% | $2,756-38.0% |
| Participant deferral / active EE | $4,919 | $4,036+21.9% | $4,416+11.4% | $4,299+14.4% |
| Admin fee / account holder | $27,942 | $6,959+301.5% | $8,291+237.0% | $6,940+302.6% |