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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 | $86,938+264.9% | $102,423+209.8% | $80,925+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 | 29.42%-7.7pp | 35.65%-14.0pp |
| Employer contribution / active EE | $1,574 | $2,369-33.6% | $3,023-47.9% | $2,756-42.9% |
| Participant deferral / active EE | $4,225 | $4,120+2.5% | $5,054-16.4% | $4,299-1.7% |
| Admin fee / account holder | $23,394 | $8,053+190.5% | $9,455+147.4% | $6,940+237.1% |