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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 | $257,935 | $106,267+142.7% | $96,520+167.2% | $139,456+85.0% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 17.55% | 38.45%-20.9pp | 35.72%-18.2pp | 373.45%-355.9pp |
| Employer contribution / active EE | $1,644 | $4,105-59.9% | $3,739-56.0% | $4,753-65.4% |
| Participant deferral / active EE | $4,362 | $5,454-20.0% | $4,879-10.6% | $6,711-35.0% |
| Admin fee / account holder | $2,181 | $7,882-72.3% | $6,733-67.6% | $11,407-80.9% |