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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 | $412,582 | $215,361+91.6% | $171,082+141.2% | $273,972+50.6% |
| Participation rate | 57.1% | 82.0%-24.9pp | 76.7%-19.6pp | 83.0%-25.9pp |
| Annual return | 5.66% | 25.14%-19.5pp | 32.56%-26.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,594 | $4,967-27.6% | $4,002-10.2% | $4,869-26.2% |
| Participant deferral / active EE | $4,473 | $5,543-19.3% | $4,797-6.8% | $5,287-15.4% |
| Admin fee / account holder | $23,850 | $10,846+119.9% | $8,520+179.9% | $10,133+135.4% |