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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 | $286,659 | $117,904+143.1% | $102,457+179.8% | $145,978+96.4% |
| Participation rate | 43.8% | 78.6%-34.9pp | 76.5%-32.7pp | 80.3%-36.5pp |
| Annual return | 17.74% | 31.80%-14.1pp | 29.41%-11.7pp | 550.52%-532.8pp |
| Employer contribution / active EE | $2,005 | $3,613-44.5% | $3,022-33.7% | $4,662-57.0% |
| Participant deferral / active EE | $4,456 | $5,733-22.3% | $5,054-11.8% | $6,690-33.4% |
| Admin fee / account holder | $7,472 | $13,329-43.9% | $9,451-20.9% | $13,400-44.2% |