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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 | $280,272 | $87,132+221.7% | $105,624+165.3% | $80,959+246.2% |
| Participation rate | 34.1% | 70.4%-36.3pp | 75.3%-41.1pp | 67.7%-33.5pp |
| Annual return | 11.49% | 17.03%-5.5pp | 116.20%-104.7pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,368 | $2,397-42.9% | $3,168-56.8% | $2,757-50.4% |
| Participant deferral / active EE | $2,738 | $3,985-31.3% | $5,013-45.4% | $4,300-36.3% |
| Admin fee / account holder | $43,694 | $8,449+417.2% | $10,961+298.6% | $6,925+530.9% |