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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 | $367,575 | $51,638+611.8% | $129,406+184.0% | $80,959+354.0% |
| Participation rate | 28.0% | 56.9%-28.9pp | 69.6%-41.6pp | 67.7%-39.7pp |
| Annual return | 22.16% | 20.78%+1.4pp | 9468.18%-9446.0pp | 35.67%-13.5pp |
| Employer contribution / active EE | $734 | $1,584-53.7% | $4,155-82.3% | $2,757-73.4% |
| Participant deferral / active EE | $2,087 | $2,670-21.8% | $4,167-49.9% | $4,300-51.5% |
| Admin fee / account holder | $2,467 | $4,313-42.8% | $7,689-67.9% | $6,925-64.4% |