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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 | $76,834+436.7% | $108,359+280.6% | $87,485+371.4% |
| Participation rate | 34.0% | 61.7%-27.8pp | 70.1%-36.2pp | 68.9%-35.0pp |
| Annual return | 17.00% | 19.09%-2.1pp | 36.89%-19.9pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,197 | $1,556-23.1% | $2,399-50.1% | $2,596-53.9% |
| Participant deferral / active EE | $2,610 | $3,100-15.8% | $4,137-36.9% | $4,274-38.9% |
| Admin fee / account holder | $7,540 | $6,537+15.3% | $9,741-22.6% | $7,775-3.0% |