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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 | $136,860+182.8% | $120,344+221.6% | $154,746+150.1% |
| Participation rate | 42.9% | 79.9%-37.0pp | 76.7%-33.9pp | 80.7%-37.8pp |
| Annual return | 14.04% | 21.38%-7.3pp | 20.30%-6.3pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,542 | $3,533-56.4% | $3,020-49.0% | $4,379-64.8% |
| Participant deferral / active EE | $6,629 | $5,793+14.4% | $5,135+29.1% | $6,730-1.5% |
| Admin fee / account holder | $4,417 | $15,393-71.3% | $12,742-65.3% | $14,365-69.2% |