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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 | $349,735 | $123,155+184.0% | $108,753+221.6% | $155,188+125.4% |
| Participation rate | 57.1% | 75.6%-18.5pp | 71.1%-13.9pp | 80.8%-23.7pp |
| Annual return | 11.30% | 44.73%-33.4pp | 37.47%-26.2pp | 148.84%-137.5pp |
| Employer contribution / active EE | $1,384 | $2,811-50.8% | $2,427-42.9% | $4,248-67.4% |
| Participant deferral / active EE | $9,621 | $4,623+108.1% | $4,115+133.8% | $6,531+47.3% |
| Admin fee / account holder | $3,875 | $12,126-68.0% | $10,320-62.4% | $14,480-73.2% |