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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 | $319,442 | $86,949+267.4% | $102,460+211.8% | $80,959+294.6% |
| Participation rate | 55.9% | 72.4%-16.5pp | 76.5%-20.6pp | 67.7%-11.8pp |
| Annual return | 13.72% | 18.89%-5.2pp | 29.47%-15.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,558 | $2,370-34.2% | $3,025-48.5% | $2,757-43.5% |
| Participant deferral / active EE | $5,160 | $4,121+25.2% | $5,056+2.1% | $4,300+20.0% |
| Admin fee / account holder | $37,084 | $8,048+360.8% | $9,460+292.0% | $6,925+435.5% |