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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 | $281,341 | $106,749+163.6% | $145,433+93.5% | $82,448+241.2% |
| Participation rate | 36.1% | 75.6%-39.6pp | 82.1%-46.0pp | 68.1%-32.0pp |
| Annual return | 15.02% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,041 | $3,444-69.8% | $4,554-77.1% | $2,551-59.2% |
| Participant deferral / active EE | $2,807 | $6,519-56.9% | $7,897-64.5% | $4,139-32.2% |
| Admin fee / account holder | $30,055 | $8,390+258.2% | $13,129+128.9% | $7,234+315.5% |