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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 | $403,866 | $123,155+227.9% | $108,753+271.4% | $155,188+160.2% |
| Participation rate | 47.1% | 75.6%-28.6pp | 71.1%-24.0pp | 80.8%-33.7pp |
| Annual return | 18.05% | 44.73%-26.7pp | 37.47%-19.4pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,105 | $2,811-60.7% | $2,427-54.5% | $4,248-74.0% |
| Participant deferral / active EE | $3,638 | $4,623-21.3% | $4,115-11.6% | $6,531-44.3% |
| Admin fee / account holder | $2,576 | $12,126-78.8% | $10,320-75.0% | $14,480-82.2% |