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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 | $294,065 | $83,485+252.2% | $125,195+134.9% | $72,977+303.0% |
| Participation rate | 46.2% | 73.3%-27.1pp | 79.8%-33.6pp | 69.5%-23.3pp |
| Annual return | 22.10% | 25.77%-3.7pp | 43.79%-21.7pp | 81.02%-58.9pp |
| Employer contribution / active EE | $4,740 | $2,346+102.1% | $3,866+22.6% | $2,440+94.2% |
| Participant deferral / active EE | $2,436 | $3,586-32.1% | $4,937-50.7% | $3,608-32.5% |
| Admin fee / account holder | $1,039 | $5,518-81.2% | $9,704-89.3% | $5,124-79.7% |