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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 | $315,407 | $161,352+95.5% | $134,172+135.1% | $137,256+129.8% |
| Participation rate | 40.0% | 78.3%-38.3pp | 72.5%-32.5pp | 80.0%-40.0pp |
| Annual return | 14.92% | 28.72%-13.8pp | 25.30%-10.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,896 | $4,099-29.3% | $3,420-15.3% | $4,156-30.3% |
| Participant deferral / active EE | $7,794 | $5,552+40.4% | $4,690+66.2% | $6,407+21.7% |
| Admin fee / account holder | $2,289 | $15,028-84.8% | $12,016-81.0% | $12,270-81.3% |