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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 | $256,927 | $93,345+175.2% | $119,126+115.7% | $87,485+193.7% |
| Participation rate | 37.7% | 68.7%-31.0pp | 75.8%-38.1pp | 68.9%-31.2pp |
| Annual return | 17.23% | 19.08%-1.9pp | 282.11%-264.9pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,695 | $3,172-46.5% | $4,034-58.0% | $2,596-34.7% |
| Participant deferral / active EE | $4,228 | $4,099+3.2% | $5,318-20.5% | $4,274-1.1% |
| Admin fee / account holder | $3,333 | $8,039-58.5% | $10,693-68.8% | $7,775-57.1% |