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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 | $303,131 | $81,487+272.0% | $102,412+196.0% | $80,935+274.5% |
| Participation rate | 34.6% | 66.8%-32.2pp | 74.5%-39.9pp | 67.7%-33.0pp |
| Annual return | 21.21% | 25.60%-4.4pp | 24.94%-3.7pp | 35.66%-14.4pp |
| Employer contribution / active EE | $1,372 | $3,103-55.8% | $3,870-64.5% | $2,757-50.2% |
| Participant deferral / active EE | $4,726 | $3,871+22.1% | $5,060-6.6% | $4,299+9.9% |
| Admin fee / account holder | $2,332 | $6,717-65.3% | $8,388-72.2% | $6,924-66.3% |