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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 | $90,400+326.9% | $186,193+107.3% | $87,485+341.2% |
| Participation rate | 40.6% | 66.2%-25.6pp | 77.1%-36.5pp | 68.9%-28.3pp |
| Annual return | 16.83% | 22.15%-5.3pp | 78.03%-61.2pp | 26.06%-9.2pp |
| Employer contribution / active EE | $2,857 | $2,170+31.6% | $3,918-27.1% | $2,596+10.0% |
| Participant deferral / active EE | $5,895 | $4,330+36.2% | $6,513-9.5% | $4,274+37.9% |
| Admin fee / account holder | $5,209 | $8,673-39.9% | $11,058-52.9% | $7,775-33.0% |