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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 | $334,288 | $68,880+385.3% | $120,580+177.2% | $80,959+312.9% |
| Participation rate | 31.1% | 61.7%-30.6pp | 72.0%-40.8pp | 67.7%-36.6pp |
| Annual return | 16.11% | 23.68%-7.6pp | 107.48%-91.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,329 | $2,066-35.7% | $3,469-61.7% | $2,757-51.8% |
| Participant deferral / active EE | $2,327 | $3,191-27.1% | $4,995-53.4% | $4,300-45.9% |
| Admin fee / account holder | $832 | $5,785-85.6% | $9,418-91.2% | $6,925-88.0% |