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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 | $136,860+170.9% | $120,344+208.0% | $154,746+139.6% |
| Participation rate | 47.6% | 79.9%-32.3pp | 76.7%-29.1pp | 80.7%-33.1pp |
| Annual return | 13.17% | 21.38%-8.2pp | 20.30%-7.1pp | 172.34%-159.2pp |
| Employer contribution / active EE | $3,882 | $3,533+9.9% | $3,020+28.5% | $4,379-11.4% |
| Participant deferral / active EE | $4,128 | $5,793-28.7% | $5,135-19.6% | $6,730-38.7% |
| Admin fee / account holder | $6,323 | $15,393-58.9% | $12,742-50.4% | $14,365-56.0% |