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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 | $1,092,244 | $101,778+973.2% | $164,975+562.1% | $80,925+1249.7% |
| Participation rate | 19.2% | 71.8%-52.6pp | 78.6%-59.4pp | 67.7%-48.4pp |
| Annual return | 17.57% | 16.73%+0.8pp | 70.12%-52.6pp | 35.65%-18.1pp |
| Employer contribution / active EE | $1,446 | $2,954-51.1% | $4,343-66.7% | $2,756-47.6% |
| Participant deferral / active EE | $4,116 | $4,477-8.1% | $6,033-31.8% | $4,299-4.2% |
| Admin fee / account holder | $3,461 | $8,221-57.9% | $12,688-72.7% | $6,940-50.1% |