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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 | $338,417 | $117,846+187.2% | $102,434+230.4% | $145,884+132.0% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.7pp |
| Annual return | 16.65% | 31.90%-15.3pp | 29.46%-12.8pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,588 | $3,615-56.1% | $3,023-47.5% | $4,662-65.9% |
| Participant deferral / active EE | $3,075 | $5,733-46.4% | $5,055-39.2% | $6,690-54.0% |
| Admin fee / account holder | $5,419 | $13,356-59.4% | $9,462-42.7% | $13,392-59.5% |