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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 | $319,593 | $104,709+205.2% | $85,705+272.9% | $167,553+90.7% |
| Participation rate | 45.5% | 76.4%-30.9pp | 69.9%-24.4pp | 82.1%-36.7pp |
| Annual return | 15.52% | 21.45%-5.9pp | 21.49%-6.0pp | 478.89%-463.4pp |
| Employer contribution / active EE | $1,564 | $3,338-53.1% | $2,619-40.3% | $4,840-67.7% |
| Participant deferral / active EE | $4,770 | $4,827-1.2% | $3,924+21.6% | $6,343-24.8% |
| Admin fee / account holder | $6,879 | $10,036-31.5% | $6,8770% | $12,316-44.1% |