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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 | $348,142 | $106,524+226.8% | $152,301+128.6% | $87,485+297.9% |
| Participation rate | 45.5% | 75.8%-30.3pp | 82.4%-37.0pp | 68.9%-23.5pp |
| Annual return | 17.73% | 26.89%-9.2pp | 80.50%-62.8pp | 26.06%-8.3pp |
| Employer contribution / active EE | $1,721 | $3,371-49.0% | $4,624-62.8% | $2,596-33.7% |
| Participant deferral / active EE | $4,342 | $6,525-33.5% | $8,004-45.7% | $4,274+1.6% |
| Admin fee / account holder | $7,308 | $8,287-11.8% | $14,398-49.2% | $7,775-6.0% |