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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 | $352,494 | $106,588+230.7% | $94,215+274.1% | $155,188+127.1% |
| Participation rate | 18.2% | 74.3%-56.1pp | 70.0%-51.8pp | 80.8%-62.6pp |
| Annual return | 17.52% | 29.39%-11.9pp | 28.22%-10.7pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,844 | $3,080-40.1% | $2,675-31.1% | $4,248-56.6% |
| Participant deferral / active EE | $4,140 | $4,802-13.8% | $4,276-3.2% | $6,531-36.6% |
| Admin fee / account holder | $3,513 | $12,281-71.4% | $10,216-65.6% | $14,480-75.7% |