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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 | $385,953 | $109,782+251.6% | $260,467+48.2% | $94,015+310.5% |
| Participation rate | 40.6% | 67.2%-26.6pp | 80.5%-39.8pp | 70.8%-30.2pp |
| Annual return | 16.83% | 18.60%-1.8pp | 100.60%-83.8pp | 17.84%-1.0pp |
| Employer contribution / active EE | $2,857 | $2,147+33.1% | $4,239-32.6% | $2,790+2.4% |
| Participant deferral / active EE | $5,895 | $4,044+45.8% | $6,319-6.7% | $4,249+38.7% |
| Admin fee / account holder | $5,209 | $11,958-56.4% | $15,461-66.3% | $8,951-41.8% |