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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 | $371,508 | $227,399+63.4% | $189,758+95.8% | $198,609+87.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 12.23% | 61.03%-48.8pp | 52.62%-40.4pp | 202.70%-190.5pp |
| Employer contribution / active EE | $2,276 | $5,526-58.8% | $4,767-52.2% | $5,055-55.0% |
| Participant deferral / active EE | $3,808 | $6,837-44.3% | $5,856-35.0% | $6,977-45.4% |
| Admin fee / account holder | $1,336 | $25,162-94.7% | $20,388-93.4% | $19,030-93.0% |