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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 | $361,622 | $124,425+190.6% | $112,040+222.8% | $137,256+163.5% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 16.88% | 24.72%-7.8pp | 24.52%-7.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,154 | $3,411-66.2% | $2,954-61.0% | $4,156-72.2% |
| Participant deferral / active EE | $5,807 | $5,718+1.5% | $5,098+13.9% | $6,407-9.4% |
| Admin fee / account holder | $3,509 | $15,207-76.9% | $12,098-71.0% | $12,270-71.4% |