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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 | $76,407+260.2% | $150,298+83.1% | $82,448+233.8% |
| Participation rate | 40.7% | 66.4%-25.7pp | 77.8%-37.0pp | 68.1%-27.3pp |
| Annual return | 14.01% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,296 | $2,614-50.4% | $4,154-68.8% | $2,551-49.2% |
| Participant deferral / active EE | $4,453 | $3,214+38.5% | $5,453-18.3% | $4,139+7.6% |
| Admin fee / account holder | $2,216 | $6,352-65.1% | $14,116-84.3% | $7,234-69.4% |