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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 | $333,581 | $100,970+230.4% | $96,576+245.4% | $137,256+143.0% |
| Participation rate | 44.4% | 82.6%-38.2pp | 81.4%-37.0pp | 80.0%-35.5pp |
| Annual return | 14.19% | 38.16%-24.0pp | 38.47%-24.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,505 | $3,809-60.5% | $3,553-57.6% | $4,156-63.8% |
| Participant deferral / active EE | $5,578 | $8,286-32.7% | $7,956-29.9% | $6,407-12.9% |
| Admin fee / account holder | $2,198 | $11,312-80.6% | $11,381-80.7% | $12,270-82.1% |