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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 | $323,142 | $80,674+300.6% | $119,126+171.3% | $64,340+402.2% |
| Participation rate | 29.5% | 55.2%-25.7pp | 75.8%-46.3pp | 55.2%-25.7pp |
| Annual return | 17.12% | 26.86%-9.7pp | 282.11%-265.0pp | 24.14%-7.0pp |
| Employer contribution / active EE | $1,470 | $2,564-42.7% | $4,034-63.6% | $1,862-21.1% |
| Participant deferral / active EE | $4,558 | $3,053+49.3% | $5,318-14.3% | $2,980+52.9% |
| Admin fee / account holder | $8,492 | $4,559+86.3% | $10,693-20.6% | $3,703+129.4% |