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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 | $114,712+175.0% | $173,730+81.6% | $87,485+260.6% |
| Participation rate | 26.9% | 73.0%-46.1pp | 79.6%-52.6pp | 68.9%-42.0pp |
| Annual return | 12.76% | 20.18%-7.4pp | 19.96%-7.2pp | 26.06%-13.3pp |
| Employer contribution / active EE | $1,214 | $2,904-58.2% | $4,577-73.5% | $2,596-53.2% |
| Participant deferral / active EE | $2,135 | $4,642-54.0% | $6,326-66.3% | $4,274-50.1% |
| Admin fee / account holder | $24,926 | $10,210+144.1% | $17,523+42.2% | $7,775+220.6% |