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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 | $281,107 | $57,590+388.1% | $86,233+226.0% | $82,448+241.0% |
| Participation rate | 35.0% | 57.9%-22.9pp | 69.0%-34.0pp | 68.1%-33.1pp |
| Annual return | 19.08% | 22.41%-3.3pp | 61.39%-42.3pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,340 | $1,655-19.0% | $2,504-46.5% | $2,551-47.5% |
| Participant deferral / active EE | $3,316 | $3,080+7.7% | $4,559-27.3% | $4,139-19.9% |
| Admin fee / account holder | $441 | $4,730-90.7% | $8,342-94.7% | $7,234-93.9% |