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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 | $380,642 | $64,920+486.3% | $103,693+267.1% | $86,983+337.6% |
| Participation rate | 30.2% | 63.6%-33.4pp | 72.6%-42.4pp | 69.5%-39.3pp |
| Annual return | 13.64% | 30.29%-16.7pp | 47.61%-34.0pp | 25.83%-12.2pp |
| Employer contribution / active EE | $1,574 | $2,141-26.5% | $2,920-46.1% | $2,584-39.1% |
| Participant deferral / active EE | $3,449 | $3,241+6.4% | $4,579-24.7% | $4,194-17.8% |
| Admin fee / account holder | $3,278 | $6,191-47.1% | $7,858-58.3% | $7,856-58.3% |