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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 | $395,584 | $149,741+164.2% | $118,914+232.7% | $158,982+148.8% |
| Participation rate | 42.9% | 82.1%-39.3pp | 75.4%-32.5pp | 82.0%-39.1pp |
| Annual return | 14.10% | 19.94%-5.8pp | 35.89%-21.8pp | 302.99%-288.9pp |
| Employer contribution / active EE | $1,773 | $4,119-57.0% | $3,264-45.7% | $4,763-62.8% |
| Participant deferral / active EE | $6,500 | $5,226+24.4% | $4,266+52.4% | $5,983+8.6% |
| Admin fee / account holder | $3,550 | $8,607-58.8% | $6,582-46.1% | $11,252-68.4% |