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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 | $351,488 | $106,864+228.9% | $147,318+138.6% | $82,637+325.3% |
| Participation rate | 56.0% | 75.5%-19.5pp | 82.1%-26.1pp | 68.1%-12.1pp |
| Annual return | 16.47% | 27.49%-11.0pp | 70.43%-54.0pp | 53.51%-37.0pp |
| Employer contribution / active EE | $2,131 | $3,417-37.6% | $4,593-53.6% | $2,552-16.5% |
| Participant deferral / active EE | $5,486 | $6,496-15.5% | $7,906-30.6% | $4,126+32.9% |
| Admin fee / account holder | $4,148 | $8,415-50.7% | $13,708-69.7% | $7,339-43.5% |