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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 | $285,280 | $117,904+142.0% | $102,457+178.4% | $145,978+95.4% |
| Participation rate | 30.8% | 78.6%-47.8pp | 76.5%-45.7pp | 80.3%-49.5pp |
| Annual return | 14.26% | 31.80%-17.5pp | 29.41%-15.2pp | 550.52%-536.3pp |
| Employer contribution / active EE | $1,596 | $3,613-55.8% | $3,022-47.2% | $4,662-65.8% |
| Participant deferral / active EE | $3,029 | $5,733-47.2% | $5,054-40.1% | $6,690-54.7% |
| Admin fee / account holder | $11,760 | $13,329-11.8% | $9,451+24.4% | $13,400-12.2% |