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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 | $302,101 | $95,453+216.5% | $112,040+169.6% | $82,448+266.4% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.5%-7.5pp | 68.1%+0.9pp |
| Annual return | 13.85% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,539 | $2,318-33.6% | $2,954-47.9% | $2,551-39.7% |
| Participant deferral / active EE | $12,023 | $4,224+184.7% | $5,098+135.9% | $4,139+190.5% |
| Admin fee / account holder | $31,689 | $9,013+251.6% | $12,098+161.9% | $7,234+338.0% |