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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 | $609,381 | $222,882+173.4% | $182,153+234.5% | $198,609+206.8% |
| Participation rate | 37.5% | 67.8%-30.3pp | 65.7%-28.2pp | 82.4%-44.9pp |
| Annual return | 29.35% | 38.53%-9.2pp | 35.04%-5.7pp | 202.70%-173.4pp |
| Employer contribution / active EE | $886 | $2,741-67.7% | $2,593-65.8% | $5,055-82.5% |
| Participant deferral / active EE | $8,041 | $4,212+90.9% | $3,776+113.0% | $6,977+15.3% |
| Admin fee / account holder | $5,682 | $8,972-36.7% | $9,477-40.0% | $19,030-70.1% |