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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 | $299,569 | $71,208+320.7% | $93,681+219.8% | $80,911+270.2% |
| Participation rate | 45.9% | 60.4%-14.5pp | 68.7%-22.8pp | 67.6%-21.8pp |
| Annual return | 14.58% | 11.27%+3.3pp | 133.47%-118.9pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,708 | $1,564+9.2% | $2,422-29.5% | $2,756-38.0% |
| Participant deferral / active EE | $4,919 | $4,035+21.9% | $4,415+11.4% | $4,297+14.5% |
| Admin fee / account holder | $27,942 | $6,951+302.0% | $8,290+237.1% | $6,935+302.9% |