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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 | $368,663 | $45,082+717.8% | $69,464+430.7% | $72,975+405.2% |
| Participation rate | 43.4% | 68.5%-25.1pp | 74.6%-31.2pp | 69.5%-26.1pp |
| Annual return | 26.22% | 22.66%+3.6pp | 28.98%-2.8pp | 81.01%-54.8pp |
| Employer contribution / active EE | $4,156 | $2,055+102.2% | $2,779+49.5% | $2,440+70.3% |
| Participant deferral / active EE | $2,354 | $2,604-9.6% | $3,536-33.4% | $3,608-34.7% |
| Admin fee / account holder | $26,967 | $3,057+782.1% | $3,840+602.2% | $5,124+426.3% |