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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 | $281,237 | $80,763+248.2% | $102,412+174.6% | $74,459+277.7% |
| Participation rate | 29.1% | 65.7%-36.5pp | 74.5%-45.4pp | 67.2%-38.1pp |
| Annual return | 14.51% | 27.57%-13.1pp | 24.94%-10.4pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $877 | $3,160-72.3% | $3,870-77.3% | $2,626-66.6% |
| Participant deferral / active EE | $3,208 | $3,862-16.9% | $5,060-36.6% | $4,350-26.2% |
| Admin fee / account holder | $5,690 | $2,371+139.9% | $8,388-32.2% | $1,945+192.6% |