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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 | $369,966 | $63,764+480.2% | $81,926+351.6% | $79,858+363.3% |
| Participation rate | 32.5% | 67.5%-35.0pp | 72.0%-39.5pp | 69.6%-37.1pp |
| Annual return | 16.30% | 22.66%-6.4pp | 29.49%-13.2pp | 31.72%-15.4pp |
| Employer contribution / active EE | $889 | $1,795-50.5% | $4,310-79.4% | $2,471-64.0% |
| Participant deferral / active EE | $3,367 | $2,780+21.1% | $7,108-52.6% | $3,740-10.0% |
| Admin fee / account holder | $11,778 | $4,426+166.1% | $5,159+128.3% | $5,306+122.0% |