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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 | $282,129 | $81,276+247.1% | $155,574+81.3% | $80,925+248.6% |
| Participation rate | 28.6% | 66.2%-37.7pp | 78.2%-49.6pp | 67.7%-39.1pp |
| Annual return | 18.46% | 33.36%-14.9pp | 64.87%-46.4pp | 35.65%-17.2pp |
| Employer contribution / active EE | $1,592 | $3,103-48.7% | $4,676-65.9% | $2,756-42.2% |
| Participant deferral / active EE | $3,099 | $3,453-10.2% | $5,629-44.9% | $4,299-27.9% |
| Admin fee / account holder | $4,497 | $7,993-43.7% | $15,914-71.7% | $6,940-35.2% |