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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 | $321,484 | $100,003+221.5% | $146,685+119.2% | $85,856+274.4% |
| Participation rate | 48.4% | 73.1%-24.7pp | 80.1%-31.7pp | 69.3%-20.9pp |
| Annual return | 23.33% | 18.93%+4.4pp | 22.75%+0.6pp | 318.58%-295.3pp |
| Employer contribution / active EE | $1,499 | $2,559-41.4% | $4,137-63.8% | $2,565-41.6% |
| Participant deferral / active EE | $3,309 | $4,006-17.4% | $5,507-39.9% | $3,952-16.3% |
| Admin fee / account holder | $7,750 | $7,704+0.6% | $10,281-24.6% | $6,261+23.8% |