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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 | $412,915 | $153,311+169.3% | $109,313+277.7% | $273,972+50.7% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 11.64% | 29.86%-18.2pp | 22.07%-10.4pp | 41.46%-29.8pp |
| Employer contribution / active EE | $4,262 | $5,619-24.2% | $3,892+9.5% | $4,869-12.5% |
| Participant deferral / active EE | $8,523 | $3,932+116.8% | $3,166+169.2% | $5,287+61.2% |
| Admin fee / account holder | $1,808 | $8,076-77.6% | $5,666-68.1% | $10,133-82.2% |