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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 | $315,447 | $108,825+189.9% | $156,181+102.0% | $82,448+282.6% |
| Participation rate | 26.9% | 72.4%-45.4pp | 78.8%-51.9pp | 68.1%-41.1pp |
| Annual return | 12.76% | 20.59%-7.8pp | 64.87%-52.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,214 | $2,870-57.7% | $4,294-71.7% | $2,551-52.4% |
| Participant deferral / active EE | $2,135 | $4,577-53.4% | $6,132-65.2% | $4,139-48.4% |
| Admin fee / account holder | $24,926 | $9,341+166.9% | $14,586+70.9% | $7,234+244.6% |