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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 | $320,823 | $111,535+187.6% | $105,223+204.9% | $137,256+133.7% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 12.45% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,249 | $3,939-68.3% | $3,689-66.1% | $4,156-70.0% |
| Participant deferral / active EE | $2,185 | $5,500-60.3% | $5,072-56.9% | $6,407-65.9% |
| Admin fee / account holder | $3,838 | $9,721-60.5% | $8,859-56.7% | $12,270-68.7% |