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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 | $392,414 | $102,245+283.8% | $89,340+339.2% | $137,256+185.9% |
| Participation rate | 42.9% | 74.9%-32.0pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 14.63% | 21.89%-7.3pp | 20.57%-5.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,007 | $2,529-20.7% | $2,231-10.1% | $4,156-51.7% |
| Participant deferral / active EE | $1,853 | $4,436-58.2% | $3,823-51.5% | $6,407-71.1% |
| Admin fee / account holder | $11,964 | $8,085+48.0% | $6,704+78.5% | $12,270-2.5% |