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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 | $387,056 | $167,415+131.2% | $140,514+175.5% | $198,609+94.9% |
| Participation rate | 42.9% | 80.9%-38.0pp | 77.8%-34.9pp | 82.4%-39.5pp |
| Annual return | 14.04% | 13.85%+0.2pp | 14.36%-0.3pp | 202.70%-188.7pp |
| Employer contribution / active EE | $1,542 | $4,088-62.3% | $3,378-54.4% | $5,055-69.5% |
| Participant deferral / active EE | $6,629 | $5,579+18.8% | $4,919+34.8% | $6,977-5.0% |
| Admin fee / account holder | $4,417 | $16,730-73.6% | $13,697-67.8% | $19,030-76.8% |