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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 | $327,519 | $97,648+235.4% | $121,663+169.2% | $87,485+274.4% |
| Participation rate | 24.5% | 70.5%-45.9pp | 74.5%-50.0pp | 68.9%-44.4pp |
| Annual return | 12.43% | 18.03%-5.6pp | 147.54%-135.1pp | 26.06%-13.6pp |
| Employer contribution / active EE | $855 | $2,300-62.8% | $3,020-71.7% | $2,596-67.1% |
| Participant deferral / active EE | $3,377 | $3,923-13.9% | $4,887-30.9% | $4,274-21.0% |
| Admin fee / account holder | $2,988 | $11,100-73.1% | $14,289-79.1% | $7,775-61.6% |