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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 | $117,859+219.6% | $102,438+267.7% | $145,959+158.0% |
| Participation rate | 45.5% | 78.6%-33.1pp | 76.5%-31.0pp | 80.3%-34.8pp |
| Annual return | 15.11% | 31.72%-16.6pp | 29.37%-14.3pp | 561.95%-546.8pp |
| Employer contribution / active EE | $2,157 | $3,615-40.3% | $3,024-28.7% | $4,661-53.7% |
| Participant deferral / active EE | $2,625 | $5,732-54.2% | $5,054-48.1% | $6,689-60.7% |
| Admin fee / account holder | $10,545 | $13,318-20.8% | $9,448+11.6% | $13,398-21.3% |