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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 | $312,734 | $127,779+144.7% | $106,551+193.5% | $167,518+86.7% |
| Participation rate | 57.1% | 78.3%-21.1pp | 76.1%-19.0pp | 82.1%-25.0pp |
| Annual return | 15.11% | 33.87%-18.8pp | 26.80%-11.7pp | 478.71%-463.6pp |
| Employer contribution / active EE | $1,922 | $3,427-43.9% | $2,819-31.8% | $4,838-60.3% |
| Participant deferral / active EE | $4,607 | $5,088-9.4% | $4,398+4.7% | $6,342-27.4% |
| Admin fee / account holder | $10,974 | $11,228-2.3% | $7,408+48.2% | $12,312-10.9% |