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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 | $74,535+300.3% | $100,712+196.3% | $82,637+261.1% |
| Participation rate | 52.8% | 61.2%-8.4pp | 69.3%-16.5pp | 68.1%-15.3pp |
| Annual return | 13.92% | 18.92%-5.0pp | 33.27%-19.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $1,040 | $1,503-30.8% | $2,313-55.0% | $2,552-59.2% |
| Participant deferral / active EE | $5,170 | $3,074+68.2% | $4,085+26.6% | $4,126+25.3% |
| Admin fee / account holder | $30,686 | $6,576+366.6% | $9,256+231.5% | $7,339+318.1% |