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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 | $304,047 | $94,031+223.3% | $115,768+162.6% | $82,448+268.8% |
| Participation rate | 45.2% | 70.4%-25.3pp | 74.4%-29.2pp | 68.1%-22.9pp |
| Annual return | 18.12% | 20.61%-2.5pp | 100.46%-82.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,872 | $2,323-19.4% | $2,940-36.3% | $2,551-26.6% |
| Participant deferral / active EE | $4,480 | $3,972+12.8% | $4,917-8.9% | $4,139+8.2% |
| Admin fee / account holder | $1,453 | $10,249-85.8% | $12,439-88.3% | $7,234-79.9% |