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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 | $283,092 | $100,194+182.5% | $122,979+130.2% | $86,983+225.5% |
| Participation rate | 66.7% | 73.0%-6.3pp | 77.2%-10.5pp | 69.5%-2.9pp |
| Annual return | 13.14% | 16.47%-3.3pp | 20.12%-7.0pp | 25.83%-12.7pp |
| Employer contribution / active EE | $1,332 | $2,326-42.7% | $3,062-56.5% | $2,584-48.5% |
| Participant deferral / active EE | $10,427 | $4,133+152.3% | $5,003+108.4% | $4,194+148.6% |
| Admin fee / account holder | $44,353 | $10,148+337.1% | $12,864+244.8% | $7,856+464.6% |