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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 | $307,625 | $106,749+188.2% | $145,433+111.5% | $82,448+273.1% |
| Participation rate | 21.3% | 75.6%-54.4pp | 82.1%-60.8pp | 68.1%-46.8pp |
| Annual return | 28.15% | 27.59%+0.6pp | 66.58%-38.4pp | 41.64%-13.5pp |
| Employer contribution / active EE | $807 | $3,444-76.6% | $4,554-82.3% | $2,551-68.4% |
| Participant deferral / active EE | $2,611 | $6,519-59.9% | $7,897-66.9% | $4,139-36.9% |
| Admin fee / account holder | $1,862 | $8,390-77.8% | $13,129-85.8% | $7,234-74.3% |