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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 | $275,200 | $78,690+249.7% | $161,489+70.4% | $87,485+214.6% |
| Participation rate | 40.7% | 67.5%-26.7pp | 78.7%-38.0pp | 68.9%-28.2pp |
| Annual return | 14.01% | 32.74%-18.7pp | 89.72%-75.7pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,296 | $2,588-49.9% | $4,268-69.6% | $2,596-50.1% |
| Participant deferral / active EE | $4,453 | $3,311+34.5% | $5,630-20.9% | $4,274+4.2% |
| Admin fee / account holder | $2,216 | $6,724-67.0% | $16,006-86.2% | $7,775-71.5% |