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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 | $77,574+431.6% | $108,753+279.2% | $86,983+374.1% |
| Participation rate | 34.0% | 62.3%-28.3pp | 71.1%-37.1pp | 69.5%-35.6pp |
| Annual return | 17.00% | 18.42%-1.4pp | 37.47%-20.5pp | 25.83%-8.8pp |
| Employer contribution / active EE | $1,197 | $1,611-25.7% | $2,427-50.7% | $2,584-53.7% |
| Participant deferral / active EE | $2,610 | $3,128-16.6% | $4,115-36.6% | $4,194-37.8% |
| Admin fee / account holder | $7,540 | $6,529+15.5% | $10,320-26.9% | $7,856-4.0% |