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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 | $281,510 | $114,712+145.4% | $173,730+62.0% | $87,485+221.8% |
| Participation rate | 50.0% | 73.0%-23.0pp | 79.6%-29.6pp | 68.9%-18.9pp |
| Annual return | 14.26% | 20.18%-5.9pp | 19.96%-5.7pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,810 | $2,904-37.7% | $4,577-60.5% | $2,596-30.3% |
| Participant deferral / active EE | $4,869 | $4,642+4.9% | $6,326-23.0% | $4,274+13.9% |
| Admin fee / account holder | $4,807 | $10,210-52.9% | $17,523-72.6% | $7,775-38.2% |