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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 | $362,244 | $161,352+124.5% | $134,172+170.0% | $137,256+163.9% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 11.52% | 28.72%-17.2pp | 25.30%-13.8pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,239 | $4,099-45.4% | $3,420-34.5% | $4,156-46.1% |
| Participant deferral / active EE | $4,133 | $5,552-25.6% | $4,690-11.9% | $6,407-35.5% |
| Admin fee / account holder | $9,411 | $15,028-37.4% | $12,016-21.7% | $12,270-23.3% |