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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 | $254,289 | $106,588+138.6% | $94,215+169.9% | $155,188+63.9% |
| Participation rate | 44.4% | 74.3%-29.8pp | 70.0%-25.5pp | 80.8%-36.4pp |
| Annual return | 14.99% | 29.39%-14.4pp | 28.22%-13.2pp | 148.84%-133.8pp |
| Employer contribution / active EE | $1,701 | $3,080-44.8% | $2,675-36.4% | $4,248-60.0% |
| Participant deferral / active EE | $7,953 | $4,802+65.6% | $4,276+86.0% | $6,531+21.8% |
| Admin fee / account holder | $14,778 | $12,281+20.3% | $10,216+44.7% | $14,480+2.1% |