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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 | $264,436 | $106,749+147.7% | $145,433+81.8% | $82,448+220.7% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 15.15% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,983 | $3,444-42.4% | $4,554-56.5% | $2,551-22.2% |
| Participant deferral / active EE | $6,507 | $6,519-0.2% | $7,897-17.6% | $4,139+57.2% |
| Admin fee / account holder | $1,352 | $8,390-83.9% | $13,129-89.7% | $7,234-81.3% |