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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 | $336,592 | $126,661+165.7% | $113,397+196.8% | $138,895+142.3% |
| Participation rate | 45.5% | 79.4%-34.0pp | 76.5%-31.0pp | 79.9%-34.5pp |
| Annual return | 10.30% | 25.05%-14.8pp | 23.20%-12.9pp | 145.39%-135.1pp |
| Employer contribution / active EE | $1,323 | $3,456-61.7% | $2,977-55.6% | $4,194-68.5% |
| Participant deferral / active EE | $3,296 | $5,693-42.1% | $5,076-35.1% | $6,396-48.5% |
| Admin fee / account holder | $100,758 | $14,549+592.5% | $11,957+742.7% | $12,562+702.1% |