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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 | $88,996+296.1% | $78,004+351.9% | $138,895+153.8% |
| Participation rate | 18.2% | 74.4%-56.2pp | 69.4%-51.3pp | 79.9%-61.7pp |
| Annual return | 17.52% | 28.03%-10.5pp | 31.07%-13.5pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,844 | $2,917-36.8% | $2,469-25.3% | $4,194-56.0% |
| Participant deferral / active EE | $4,140 | $4,724-12.4% | $4,092+1.2% | $6,396-35.3% |
| Admin fee / account holder | $3,513 | $8,807-60.1% | $7,578-53.6% | $12,562-72.0% |