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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 | $376,641 | $117,829+219.6% | $102,423+267.7% | $145,877+158.2% |
| Participation rate | 45.5% | 78.6%-33.2pp | 76.5%-31.0pp | 80.3%-34.8pp |
| Annual return | 15.11% | 31.83%-16.7pp | 29.42%-14.3pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,157 | $3,615-40.3% | $3,023-28.6% | $4,663-53.7% |
| Participant deferral / active EE | $2,625 | $5,732-54.2% | $5,054-48.1% | $6,691-60.8% |
| Admin fee / account holder | $10,545 | $13,335-20.9% | $9,455+11.5% | $13,402-21.3% |