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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 | $370,701 | $124,425+197.9% | $112,040+230.9% | $137,256+170.1% |
| Participation rate | 47.6% | 79.3%-31.7pp | 76.5%-28.9pp | 80.0%-32.3pp |
| Annual return | 13.17% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,882 | $3,411+13.8% | $2,954+31.4% | $4,156-6.6% |
| Participant deferral / active EE | $4,128 | $5,718-27.8% | $5,098-19.0% | $6,407-35.6% |
| Admin fee / account holder | $6,323 | $15,207-58.4% | $12,098-47.7% | $12,270-48.5% |