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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 | $287,500 | $67,894+323.5% | $89,340+221.8% | $82,448+248.7% |
| Participation rate | 46.6% | 64.0%-17.5pp | 69.6%-23.0pp | 68.1%-21.5pp |
| Annual return | 16.12% | 19.21%-3.1pp | 20.57%-4.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,348 | $1,828-26.3% | $2,231-39.6% | $2,551-47.2% |
| Participant deferral / active EE | $2,309 | $3,072-24.8% | $3,823-39.6% | $4,139-44.2% |
| Admin fee / account holder | $28,196 | $5,723+392.7% | $6,704+320.6% | $7,234+289.7% |