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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 | $285,741 | $228,395+25.1% | $185,861+53.7% | $158,982+79.7% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 7.01% | 40.82%-33.8pp | 35.96%-29.0pp | 302.99%-296.0pp |
| Employer contribution / active EE | $1,802 | $4,968-63.7% | $4,088-55.9% | $4,763-62.2% |
| Participant deferral / active EE | $3,968 | $6,417-38.2% | $5,634-29.6% | $5,983-33.7% |
| Admin fee / account holder | $109,868 | $11,869+825.7% | $9,503+1056.1% | $11,252+876.5% |