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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 | $319,294 | $124,314+156.8% | $109,163+192.5% | $167,518+90.6% |
| Participation rate | 27.3% | 79.4%-52.2pp | 75.9%-48.6pp | 82.1%-54.8pp |
| Annual return | 12.76% | 26.04%-13.3pp | 25.75%-13.0pp | 478.71%-465.9pp |
| Employer contribution / active EE | $1,876 | $4,209-55.4% | $3,723-49.6% | $4,838-61.2% |
| Participant deferral / active EE | $4,136 | $5,256-21.3% | $4,654-11.1% | $6,342-34.8% |
| Admin fee / account holder | $8,076 | $7,973+1.3% | $6,754+19.6% | $12,312-34.4% |