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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 | $252,978 | $56,544+347.4% | $75,501+235.1% | $70,126+260.7% |
| Participation rate | 45.5% | 68.1%-22.7pp | 72.4%-26.9pp | 69.5%-24.1pp |
| Annual return | 17.99% | 23.59%-5.6pp | 27.35%-9.4pp | 73.15%-55.2pp |
| Employer contribution / active EE | $1,072 | $1,817-41.0% | $2,352-54.4% | $2,343-54.2% |
| Participant deferral / active EE | $3,858 | $2,580+49.5% | $3,142+22.8% | $3,332+15.8% |
| Admin fee / account holder | $7,655 | $3,827+100.0% | $5,801+32.0% | $4,645+64.8% |