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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 | $285,951 | $101,752+181.0% | $164,928+73.4% | $80,911+253.4% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.6%-7.6pp |
| Annual return | 15.90% | 16.73%-0.8pp | 70.08%-54.2pp | 35.63%-19.7pp |
| Employer contribution / active EE | $1,308 | $2,953-55.7% | $4,343-69.9% | $2,756-52.5% |
| Participant deferral / active EE | $4,124 | $4,477-7.9% | $6,034-31.7% | $4,297-4.0% |
| Admin fee / account holder | $6,930 | $8,218-15.7% | $12,684-45.4% | $6,935-0.1% |