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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 | $308,957 | $157,829+95.8% | $136,867+125.7% | $198,609+55.6% |
| Participation rate | 40.0% | 77.2%-37.2pp | 74.5%-34.5pp | 82.4%-42.4pp |
| Annual return | 15.30% | 51.25%-35.9pp | 42.97%-27.7pp | 202.70%-187.4pp |
| Employer contribution / active EE | $2,678 | $3,923-31.7% | $3,547-24.5% | $5,055-47.0% |
| Participant deferral / active EE | $5,145 | $5,463-5.8% | $4,924+4.5% | $6,977-26.3% |
| Admin fee / account holder | $3,351 | $11,107-69.8% | $10,340-67.6% | $19,030-82.4% |