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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 | $434,770 | $136,860+217.7% | $120,344+261.3% | $154,746+181.0% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 16.25% | 21.38%-5.1pp | 20.30%-4.0pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,067 | $3,533-69.8% | $3,020-64.7% | $4,379-75.6% |
| Participant deferral / active EE | $2,410 | $5,793-58.4% | $5,135-53.1% | $6,730-64.2% |
| Admin fee / account holder | $2,401 | $15,393-84.4% | $12,742-81.2% | $14,365-83.3% |