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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 | $289,609 | $102,245+183.3% | $89,340+224.2% | $137,256+111.0% |
| Participation rate | 46.2% | 74.9%-28.7pp | 69.6%-23.4pp | 80.0%-33.8pp |
| Annual return | 14.58% | 21.89%-7.3pp | 20.57%-6.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,370 | $2,529-45.8% | $2,231-38.6% | $4,156-67.0% |
| Participant deferral / active EE | $3,381 | $4,436-23.8% | $3,823-11.6% | $6,407-47.2% |
| Admin fee / account holder | $1,354 | $8,085-83.3% | $6,704-79.8% | $12,270-89.0% |