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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 | $103,164+180.7% | $90,259+220.9% | $154,746+87.2% |
| Participation rate | 46.2% | 76.1%-29.9pp | 70.7%-24.6pp | 80.7%-34.5pp |
| Annual return | 14.58% | 19.25%-4.7pp | 18.88%-4.3pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,370 | $2,532-45.9% | $2,291-40.2% | $4,379-68.7% |
| Participant deferral / active EE | $3,381 | $4,422-23.5% | $3,827-11.6% | $6,730-49.8% |
| Admin fee / account holder | $1,354 | $8,593-84.2% | $7,267-81.4% | $14,365-90.6% |