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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 | $333,815 | $172,111+94.0% | $150,298+122.1% | $137,256+143.2% |
| Participation rate | 46.2% | 81.7%-35.6pp | 77.8%-31.6pp | 80.0%-33.8pp |
| Annual return | 11.89% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,211 | $4,636-52.3% | $4,154-46.8% | $4,156-46.8% |
| Participant deferral / active EE | $6,021 | $6,166-2.4% | $5,453+10.4% | $6,407-6.0% |
| Admin fee / account holder | $13,305 | $16,471-19.2% | $14,116-5.7% | $12,270+8.4% |