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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 | $281,307 | $101,795+176.3% | $165,100+70.4% | $80,959+247.5% |
| Participation rate | 25.0% | 71.8%-46.8pp | 78.6%-53.6pp | 67.7%-42.7pp |
| Annual return | 14.85% | 16.73%-1.9pp | 70.21%-55.4pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,625 | $2,954-45.0% | $4,348-62.6% | $2,757-41.1% |
| Participant deferral / active EE | $2,314 | $4,476-48.3% | $6,035-61.7% | $4,300-46.2% |
| Admin fee / account holder | $10,097 | $8,221+22.8% | $12,696-20.5% | $6,925+45.8% |