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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 | $345,407 | $111,814+208.9% | $103,378+234.1% | $145,978+136.6% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 11.90% | 24.80%-12.9pp | 24.91%-13.0pp | 550.52%-538.6pp |
| Employer contribution / active EE | $2,675 | $4,215-36.5% | $3,870-30.9% | $4,662-42.6% |
| Participant deferral / active EE | $3,943 | $5,618-29.8% | $5,058-22.0% | $6,690-41.1% |
| Admin fee / account holder | $3,035 | $9,764-68.9% | $8,401-63.9% | $13,400-77.4% |