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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 | $411,421 | $102,609+301.0% | $98,090+319.4% | $138,895+196.2% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 14.39% | 36.44%-22.1pp | 37.05%-22.7pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,278 | $3,867-41.1% | $3,606-36.8% | $4,194-45.7% |
| Participant deferral / active EE | $6,371 | $8,167-22.0% | $7,845-18.8% | $6,396-0.4% |
| Admin fee / account holder | $682 | $11,434-94.0% | $11,815-94.2% | $12,562-94.6% |