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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 | $97,550+173.9% | $120,344+122.0% | $87,485+205.4% |
| Participation rate | 37.5% | 72.8%-35.3pp | 76.7%-39.2pp | 68.9%-31.4pp |
| Annual return | 15.35% | 18.41%-3.1pp | 20.30%-5.0pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,629 | $2,291-28.9% | $3,020-46.1% | $2,596-37.3% |
| Participant deferral / active EE | $4,655 | $4,230+10.0% | $5,135-9.4% | $4,274+8.9% |
| Admin fee / account holder | $18,281 | $9,543+91.6% | $12,742+43.5% | $7,775+135.1% |