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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 | $412,396 | $73,787+458.9% | $98,716+317.8% | $82,448+400.2% |
| Participation rate | 34.0% | 61.4%-27.4pp | 69.3%-35.3pp | 68.1%-34.1pp |
| Annual return | 17.00% | 18.57%-1.6pp | 31.81%-14.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,197 | $1,511-20.8% | $2,279-47.5% | $2,551-53.1% |
| Participant deferral / active EE | $2,610 | $3,081-15.3% | $4,048-35.5% | $4,139-36.9% |
| Admin fee / account holder | $7,540 | $6,500+16.0% | $8,703-13.4% | $7,234+4.2% |