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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 | $342,856 | $151,427+126.4% | $112,860+203.8% | $154,746+121.6% |
| Participation rate | 39.1% | 69.1%-30.0pp | 66.3%-27.2pp | 80.7%-41.6pp |
| Annual return | 16.11% | 30.95%-14.8pp | 35.26%-19.1pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,438 | $2,750-11.3% | $2,206+10.5% | $4,379-44.3% |
| Participant deferral / active EE | $5,176 | $4,285+20.8% | $3,493+48.2% | $6,730-23.1% |
| Admin fee / account holder | $1,499 | $7,369-79.7% | $6,841-78.1% | $14,365-89.6% |