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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 | $289,225 | $81,446+255.1% | $103,374+179.8% | $80,874+257.6% |
| Participation rate | 21.6% | 66.9%-45.2pp | 74.5%-52.9pp | 67.6%-46.0pp |
| Annual return | 13.56% | 25.57%-12.0pp | 24.89%-11.3pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,192 | $3,107-61.6% | $3,869-69.2% | $2,756-56.7% |
| Participant deferral / active EE | $2,512 | $3,870-35.1% | $5,058-50.3% | $4,297-41.5% |
| Admin fee / account holder | $46,108 | $6,715+586.7% | $8,394+449.3% | $6,935+564.8% |