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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 | $372,208 | $123,155+202.2% | $108,753+242.2% | $155,188+139.8% |
| Participation rate | 34.8% | 75.6%-40.8pp | 71.1%-36.3pp | 80.8%-46.0pp |
| Annual return | 14.84% | 44.73%-29.9pp | 37.47%-22.6pp | 148.84%-134.0pp |
| Employer contribution / active EE | $1,851 | $2,811-34.1% | $2,427-23.7% | $4,248-56.4% |
| Participant deferral / active EE | $4,358 | $4,623-5.7% | $4,115+5.9% | $6,531-33.3% |
| Admin fee / account holder | $2,680 | $12,126-77.9% | $10,320-74.0% | $14,480-81.5% |