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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 | $291,226 | $239,571+21.6% | $183,328+58.9% | $137,256+112.2% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 80.0%-30.0pp |
| Annual return | 11.35% | 35.69%-24.3pp | 29.67%-18.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,397 | $6,148-44.7% | $5,055-32.8% | $4,156-18.3% |
| Participant deferral / active EE | $5,361 | $7,995-32.9% | $6,795-21.1% | $6,407-16.3% |
| Admin fee / account holder | $28,974 | $30,059-3.6% | $21,427+35.2% | $12,270+136.1% |