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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 | $302,409 | $199,109+51.9% | $173,730+74.1% | $154,746+95.4% |
| Participation rate | 38.9% | 82.8%-43.9pp | 79.6%-40.7pp | 80.7%-41.8pp |
| Annual return | 13.40% | 20.02%-6.6pp | 19.96%-6.6pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,222 | $5,311-77.0% | $4,577-73.3% | $4,379-72.1% |
| Participant deferral / active EE | $3,509 | $7,113-50.7% | $6,326-44.5% | $6,730-47.9% |
| Admin fee / account holder | $10,272 | $20,916-50.9% | $17,523-41.4% | $14,365-28.5% |