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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 | $431,067 | $254,759+69.2% | $216,567+99.0% | $198,609+117.0% |
| Participation rate | 63.2% | 84.5%-21.4pp | 81.6%-18.5pp | 82.4%-19.2pp |
| Annual return | 19.29% | 10.04%+9.2pp | 12.94%+6.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $2,889 | $6,096-52.6% | $5,216-44.6% | $5,055-42.9% |
| Participant deferral / active EE | $4,598 | $6,948-33.8% | $6,191-25.7% | $6,977-34.1% |
| Admin fee / account holder | $9,048 | $26,311-65.6% | $21,981-58.8% | $19,030-52.5% |