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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 | $300,603 | $106,524+182.2% | $152,301+97.4% | $87,485+243.6% |
| Participation rate | 59.6% | 75.8%-16.1pp | 82.4%-22.8pp | 68.9%-9.3pp |
| Annual return | 17.03% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,034 | $3,371-69.3% | $4,624-77.6% | $2,596-60.2% |
| Participant deferral / active EE | $9,659 | $6,525+48.0% | $8,004+20.7% | $4,274+126.0% |
| Admin fee / account holder | $14,556 | $8,287+75.7% | $14,398+1.1% | $7,775+87.2% |