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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 | $302,938 | $81,504+271.7% | $102,437+195.7% | $80,959+274.2% |
| Participation rate | 34.4% | 66.9%-32.5pp | 74.5%-40.1pp | 67.7%-33.3pp |
| Annual return | 13.25% | 25.60%-12.3pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $4,441 | $3,104+43.1% | $3,871+14.7% | $2,757+61.1% |
| Participant deferral / active EE | $3,016 | $3,871-22.1% | $5,060-40.4% | $4,300-29.9% |
| Admin fee / account holder | $953 | $6,719-85.8% | $8,388-88.6% | $6,925-86.2% |