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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 | $282,033 | $87,225+223.3% | $158,226+78.2% | $94,015+200.0% |
| Participation rate | 43.8% | 67.9%-24.2pp | 74.8%-31.1pp | 70.8%-27.1pp |
| Annual return | 16.77% | 16.34%+0.4pp | 501.41%-484.6pp | 17.84%-1.1pp |
| Employer contribution / active EE | $1,564 | $2,217-29.4% | $2,986-47.6% | $2,790-43.9% |
| Participant deferral / active EE | $3,893 | $3,405+14.3% | $4,317-9.8% | $4,249-8.4% |
| Admin fee / account holder | $7,995 | $7,888+1.4% | $10,217-21.7% | $8,951-10.7% |