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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 | $298,380 | $73,787+304.4% | $98,716+202.3% | $82,448+261.9% |
| Participation rate | 52.8% | 61.4%-8.6pp | 69.3%-16.5pp | 68.1%-15.3pp |
| Annual return | 13.92% | 18.57%-4.6pp | 31.81%-17.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,040 | $1,511-31.2% | $2,279-54.4% | $2,551-59.2% |
| Participant deferral / active EE | $5,170 | $3,081+67.8% | $4,048+27.7% | $4,139+24.9% |
| Admin fee / account holder | $30,686 | $6,500+372.1% | $8,703+252.6% | $7,234+324.2% |