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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 | $301,905 | $126,661+138.4% | $113,397+166.2% | $138,895+117.4% |
| Participation rate | 64.3% | 79.4%-15.2pp | 76.5%-12.2pp | 79.9%-15.6pp |
| Annual return | 15.65% | 25.05%-9.4pp | 23.20%-7.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,776 | $3,456-48.6% | $2,977-40.3% | $4,194-57.7% |
| Participant deferral / active EE | $4,844 | $5,693-14.9% | $5,076-4.6% | $6,396-24.3% |
| Admin fee / account holder | $2,430 | $14,549-83.3% | $11,957-79.7% | $12,562-80.7% |