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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 | $350,494 | $105,284+232.9% | $150,734+132.5% | $94,015+272.8% |
| Participation rate | 21.0% | 71.7%-50.7pp | 78.4%-57.5pp | 70.8%-49.8pp |
| Annual return | 16.87% | 15.67%+1.2pp | 600.81%-583.9pp | 17.84%-1.0pp |
| Employer contribution / active EE | $1,141 | $3,599-68.3% | $4,918-76.8% | $2,790-59.1% |
| Participant deferral / active EE | $2,103 | $4,274-50.8% | $5,610-62.5% | $4,249-50.5% |
| Admin fee / account holder | $14,546 | $9,839+47.8% | $14,905-2.4% | $8,951+62.5% |