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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 | $80,748+248.3% | $102,383+174.7% | $74,429+277.9% |
| 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 | 1368.38%-1353.9pp |
| Employer contribution / active EE | $877 | $3,159-72.3% | $3,870-77.4% | $2,625-66.6% |
| Participant deferral / active EE | $3,208 | $3,861-16.9% | $5,060-36.6% | $4,348-26.2% |
| Admin fee / account holder | $5,690 | $2,371+140.0% | $8,391-32.2% | $1,944+192.6% |