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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 | $106,749+219.2% | $145,433+134.3% | $82,448+313.2% |
| Participation rate | 28.6% | 75.6%-47.1pp | 82.1%-53.5pp | 68.1%-39.5pp |
| Annual return | 15.47% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,451 | $3,444-28.8% | $4,554-46.2% | $2,551-3.9% |
| Participant deferral / active EE | $3,231 | $6,519-50.4% | $7,897-59.1% | $4,139-21.9% |
| Admin fee / account holder | $2,242 | $8,390-73.3% | $13,129-82.9% | $7,234-69.0% |