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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 | $296,666 | $106,524+178.5% | $152,301+94.8% | $87,485+239.1% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.4%-18.2pp | 68.9%-4.6pp |
| Annual return | 15.22% | 26.89%-11.7pp | 80.50%-65.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,381 | $3,371-59.0% | $4,624-70.1% | $2,596-46.8% |
| Participant deferral / active EE | $12,230 | $6,525+87.4% | $8,004+52.8% | $4,274+186.2% |
| Admin fee / account holder | $16,839 | $8,287+103.2% | $14,398+17.0% | $7,775+116.6% |