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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 | $326,665 | $36,948+784.1% | $73,658+343.5% | $87,485+273.4% |
| Participation rate | 43.3% | 46.8%-3.5pp | 57.0%-13.7pp | 68.9%-25.6pp |
| Annual return | 15.92% | 28.64%-12.7pp | 29.72%-13.8pp | 26.06%-10.1pp |
| Employer contribution / active EE | $2,448 | $670+265.3% | $1,032+137.1% | $2,596-5.7% |
| Participant deferral / active EE | $4,051 | $1,379+193.8% | $2,062+96.5% | $4,274-5.2% |
| Admin fee / account holder | $2,101 | $2,531-17.0% | $3,357-37.4% | $7,775-73.0% |