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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 | $360,105 | $199,109+80.9% | $173,730+107.3% | $154,746+132.7% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.6%-22.4pp | 80.7%-23.6pp |
| Annual return | 14.04% | 20.02%-6.0pp | 19.96%-5.9pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,104 | $5,311-60.4% | $4,577-54.0% | $4,379-51.9% |
| Participant deferral / active EE | $4,727 | $7,113-33.5% | $6,326-25.3% | $6,730-29.8% |
| Admin fee / account holder | $1,023 | $20,916-95.1% | $17,523-94.2% | $14,365-92.9% |