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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 | $329,220 | $213,785+54.0% | $185,441+77.5% | $155,188+112.1% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 15.09% | 19.97%-4.9pp | 20.16%-5.1pp | 148.84%-133.7pp |
| Employer contribution / active EE | $2,088 | $5,393-61.3% | $4,672-55.3% | $4,248-50.8% |
| Participant deferral / active EE | $7,996 | $6,864+16.5% | $6,152+30.0% | $6,531+22.4% |
| Admin fee / account holder | $11,491 | $21,134-45.6% | $17,890-35.8% | $14,480-20.6% |