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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 | $267,162 | $95,453+179.9% | $112,040+138.5% | $82,448+224.0% |
| Participation rate | 37.5% | 72.8%-35.3pp | 76.5%-39.0pp | 68.1%-30.6pp |
| Annual return | 15.35% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,629 | $2,318-29.7% | $2,954-44.9% | $2,551-36.2% |
| Participant deferral / active EE | $4,655 | $4,224+10.2% | $5,098-8.7% | $4,139+12.5% |
| Admin fee / account holder | $18,281 | $9,013+102.8% | $12,098+51.1% | $7,234+152.7% |