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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 | $102,609+225.1% | $98,090+240.1% | $138,895+140.2% |
| Participation rate | 44.4% | 82.8%-38.3pp | 81.5%-37.1pp | 79.9%-35.5pp |
| Annual return | 14.19% | 36.44%-22.2pp | 37.05%-22.9pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,505 | $3,867-61.1% | $3,606-58.3% | $4,194-64.1% |
| Participant deferral / active EE | $5,578 | $8,167-31.7% | $7,845-28.9% | $6,396-12.8% |
| Admin fee / account holder | $2,198 | $11,434-80.8% | $11,815-81.4% | $12,562-82.5% |