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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 | $340,692 | $106,524+219.8% | $152,301+123.7% | $87,485+289.4% |
| Participation rate | 28.6% | 75.8%-47.2pp | 82.4%-53.9pp | 68.9%-40.4pp |
| Annual return | 15.47% | 26.89%-11.4pp | 80.50%-65.0pp | 26.06%-10.6pp |
| Employer contribution / active EE | $2,451 | $3,371-27.3% | $4,624-47.0% | $2,596-5.6% |
| Participant deferral / active EE | $3,231 | $6,525-50.5% | $8,004-59.6% | $4,274-24.4% |
| Admin fee / account holder | $2,242 | $8,287-72.9% | $14,398-84.4% | $7,775-71.2% |