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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 | $321,469 | $99,345+223.6% | $84,753+279.3% | $273,972+17.3% |
| Participation rate | 27.3% | 80.7%-53.4pp | 76.6%-49.3pp | 83.0%-55.7pp |
| Annual return | 12.39% | 22.93%-10.5pp | 22.78%-10.4pp | 41.46%-29.1pp |
| Employer contribution / active EE | $1,033 | $4,214-75.5% | $3,574-71.1% | $4,869-78.8% |
| Participant deferral / active EE | $4,636 | $4,270+8.6% | $3,712+24.9% | $5,287-12.3% |
| Admin fee / account holder | $2,405 | $6,645-63.8% | $5,333-54.9% | $10,133-76.3% |