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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 | $81,504+254.9% | $102,437+182.3% | $80,959+257.2% |
| Participation rate | 21.6% | 66.9%-45.2pp | 74.5%-52.9pp | 67.7%-46.0pp |
| Annual return | 13.56% | 25.60%-12.0pp | 24.95%-11.4pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,192 | $3,104-61.6% | $3,871-69.2% | $2,757-56.8% |
| Participant deferral / active EE | $2,512 | $3,871-35.1% | $5,060-50.4% | $4,300-41.6% |
| Admin fee / account holder | $46,108 | $6,719+586.2% | $8,388+449.7% | $6,925+565.8% |