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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 | $326,665 | $29,319+1014.2% | $52,425+523.1% | $82,448+296.2% |
| Participation rate | 43.3% | 46.9%-3.5pp | 55.6%-12.3pp | 68.1%-24.7pp |
| Annual return | 15.92% | 535.20%-519.3pp | 302.12%-286.2pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,448 | $586+317.4% | $914+167.7% | $2,551-4.0% |
| Participant deferral / active EE | $4,051 | $1,171+245.9% | $1,790+126.3% | $4,139-2.1% |
| Admin fee / account holder | $2,101 | $1,962+7.1% | $2,495-15.8% | $7,234-71.0% |