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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 | $365,075 | $103,392+253.1% | $87,104+319.1% | $152,897+138.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 28.16% | 28.10%+0.1pp | 28.19%0pp | 345.43%-317.3pp |
| Employer contribution / active EE | $4,680 | $3,221+45.3% | $2,521+85.6% | $4,764-1.8% |
| Participant deferral / active EE | $8,970 | $4,778+87.7% | $4,048+121.6% | $5,851+53.3% |
| Admin fee / account holder | $2,352 | $12,194-80.7% | $7,491-68.6% | $11,599-79.7% |