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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 | $732,011 | $153,311+377.5% | $109,313+569.6% | $273,972+167.2% |
| Participation rate | 11.1% | 80.1%-69.0pp | 71.3%-60.2pp | 83.0%-71.9pp |
| Annual return | 8.67% | 29.86%-21.2pp | 22.07%-13.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $2,133 | $5,619-62.0% | $3,892-45.2% | $4,869-56.2% |
| Participant deferral / active EE | $4,388 | $3,932+11.6% | $3,166+38.6% | $5,287-17.0% |
| Admin fee / account holder | $3,314 | $8,076-59.0% | $5,666-41.5% | $10,133-67.3% |