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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 | $317,261 | $86,940+264.9% | $102,434+209.7% | $80,935+292.0% |
| Participation rate | 46.6% | 72.4%-25.8pp | 76.5%-30.0pp | 67.7%-21.1pp |
| Annual return | 21.68% | 18.89%+2.8pp | 29.46%-7.8pp | 35.66%-14.0pp |
| Employer contribution / active EE | $1,574 | $2,370-33.6% | $3,023-47.9% | $2,757-42.9% |
| Participant deferral / active EE | $4,225 | $4,121+2.5% | $5,055-16.4% | $4,299-1.7% |
| Admin fee / account holder | $23,394 | $8,047+190.7% | $9,462+147.2% | $6,924+237.9% |