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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 | $681,837 | $124,980+445.6% | $108,359+529.2% | $154,746+340.6% |
| Participation rate | 35.7% | 75.2%-39.5pp | 70.1%-34.4pp | 80.7%-45.0pp |
| Annual return | 18.06% | 45.00%-26.9pp | 36.89%-18.8pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,082 | $2,851-62.1% | $2,399-54.9% | $4,379-75.3% |
| Participant deferral / active EE | $2,733 | $4,743-42.4% | $4,137-33.9% | $6,730-59.4% |
| Admin fee / account holder | $3,573 | $11,502-68.9% | $9,741-63.3% | $14,365-75.1% |