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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 | $317,701 | $95,453+232.8% | $112,040+183.6% | $82,448+285.3% |
| Participation rate | 39.7% | 72.8%-33.1pp | 76.5%-36.8pp | 68.1%-28.4pp |
| Annual return | 14.45% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,635 | $2,318-29.4% | $2,954-44.6% | $2,551-35.9% |
| Participant deferral / active EE | $4,027 | $4,224-4.7% | $5,098-21.0% | $4,139-2.7% |
| Admin fee / account holder | $61,124 | $9,013+578.1% | $12,098+405.2% | $7,234+744.9% |