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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 | $260,742 | $57,119+356.5% | $85,187+206.1% | $80,935+222.2% |
| Participation rate | 32.1% | 56.4%-24.4pp | 67.5%-35.5pp | 67.7%-35.6pp |
| Annual return | 13.17% | 21.70%-8.5pp | 66.67%-53.5pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,297 | $1,802-28.0% | $2,732-52.5% | $2,757-53.0% |
| Participant deferral / active EE | $2,817 | $3,115-9.6% | $4,525-37.7% | $4,299-34.5% |
| Admin fee / account holder | $3,047 | $4,990-38.9% | $6,162-50.6% | $6,924-56.0% |