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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 | $387,382 | $107,368+260.8% | $92,915+316.9% | $152,909+153.3% |
| Participation rate | 34.8% | 79.8%-45.0pp | 76.0%-41.2pp | 82.5%-47.7pp |
| Annual return | 18.21% | 145.64%-127.4pp | 109.45%-91.2pp | 345.46%-327.2pp |
| Employer contribution / active EE | $1,848 | $4,222-56.2% | $3,653-49.4% | $4,764-61.2% |
| Participant deferral / active EE | $4,476 | $4,848-7.7% | $4,238+5.6% | $5,851-23.5% |
| Admin fee / account holder | $6,055 | $7,082-14.5% | $5,796+4.5% | $11,601-47.8% |