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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 | $339,282 | $153,769+120.6% | $133,975+153.2% | $273,972+23.8% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.1%-42.6pp | 83.0%-38.6pp |
| Annual return | 20.22% | 36.51%-16.3pp | 29.29%-9.1pp | 41.46%-21.2pp |
| Employer contribution / active EE | $1,994 | $6,029-66.9% | $5,211-61.7% | $4,869-59.0% |
| Participant deferral / active EE | $3,544 | $6,958-49.1% | $6,282-43.6% | $5,287-33.0% |
| Admin fee / account holder | $2,361 | $11,765-79.9% | $9,324-74.7% | $10,133-76.7% |