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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 | $363,238 | $181,896+99.7% | $156,551+132.0% | $273,972+32.6% |
| Participation rate | 42.1% | 88.4%-46.3pp | 84.0%-41.9pp | 83.0%-40.9pp |
| Annual return | 7.56% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,165 | $6,248-49.3% | $5,501-42.5% | $4,869-35.0% |
| Participant deferral / active EE | $6,736 | $5,550+21.4% | $4,871+38.3% | $5,287+27.4% |
| Admin fee / account holder | $3,887 | $15,560-75.0% | $13,028-70.2% | $10,133-61.6% |