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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 | $107,421+217.2% | $182,262+86.9% | $94,015+262.4% |
| Participation rate | 28.6% | 77.8%-49.2pp | 84.2%-55.6pp | 70.8%-42.2pp |
| Annual return | 15.47% | 21.32%-5.9pp | 140.60%-125.1pp | 17.84%-2.4pp |
| Employer contribution / active EE | $2,451 | $3,448-28.9% | $5,046-51.4% | $2,790-12.1% |
| Participant deferral / active EE | $3,231 | $6,558-50.7% | $8,276-61.0% | $4,249-24.0% |
| Admin fee / account holder | $2,242 | $8,692-74.2% | $16,712-86.6% | $8,951-75.0% |