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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 | $325,654 | $57,590+465.5% | $86,233+277.6% | $82,448+295.0% |
| Participation rate | 42.9% | 57.9%-15.0pp | 69.0%-26.2pp | 68.1%-25.2pp |
| Annual return | 16.45% | 22.41%-6.0pp | 61.39%-44.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,288 | $1,655-22.2% | $2,504-48.6% | $2,551-49.5% |
| Participant deferral / active EE | $3,208 | $3,080+4.1% | $4,559-29.6% | $4,139-22.5% |
| Admin fee / account holder | $12,992 | $4,730+174.6% | $8,342+55.7% | $7,234+79.6% |