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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 | $310,889 | $146,267+112.5% | $197,124+57.7% | $82,448+277.1% |
| Participation rate | 55.0% | 84.0%-29.0pp | 86.7%-31.7pp | 68.1%-13.1pp |
| Annual return | 14.64% | 29.61%-15.0pp | 44.34%-29.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,101 | $4,723-55.5% | $6,227-66.3% | $2,551-17.6% |
| Participant deferral / active EE | $4,536 | $7,035-35.5% | $9,135-50.3% | $4,139+9.6% |
| Admin fee / account holder | $4,425 | $14,422-69.3% | $16,298-72.8% | $7,234-38.8% |