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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 | $136,860+164.2% | $120,344+200.5% | $154,746+133.7% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 16.88% | 21.38%-4.5pp | 20.30%-3.4pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,154 | $3,533-67.4% | $3,020-61.8% | $4,379-73.7% |
| Participant deferral / active EE | $5,807 | $5,793+0.2% | $5,135+13.1% | $6,730-13.7% |
| Admin fee / account holder | $3,509 | $15,393-77.2% | $12,742-72.5% | $14,365-75.6% |