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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 | $326,676 | $51,638+532.6% | $129,406+152.4% | $80,959+303.5% |
| Participation rate | 25.9% | 56.9%-31.0pp | 69.6%-43.7pp | 67.7%-41.7pp |
| Annual return | 15.39% | 20.78%-5.4pp | 9468.18%-9452.8pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,303 | $1,584-17.7% | $4,155-68.6% | $2,757-52.7% |
| Participant deferral / active EE | $2,938 | $2,670+10.0% | $4,167-29.5% | $4,300-31.7% |
| Admin fee / account holder | $14,714 | $4,313+241.1% | $7,689+91.4% | $6,925+112.5% |