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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 | $318,832 | $78,027+308.6% | $178,528+78.6% | $80,925+294.0% |
| Participation rate | 50.0% | 65.7%-15.7pp | 77.1%-27.1pp | 67.7%-17.7pp |
| Annual return | 14.58% | 18.09%-3.5pp | 27.11%-12.5pp | 35.65%-21.1pp |
| Employer contribution / active EE | $2,831 | $2,281+24.1% | $3,950-28.3% | $2,756+2.7% |
| Participant deferral / active EE | $7,386 | $4,408+67.6% | $6,278+17.6% | $4,299+71.8% |
| Admin fee / account holder | $59,272 | $7,168+727.0% | $10,419+468.9% | $6,940+754.1% |