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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 | $261,005 | $113,941+129.1% | $94,229+177.0% | $125,389+108.2% |
| Participation rate | 40.0% | 82.9%-42.9pp | 78.8%-38.8pp | 83.2%-43.2pp |
| Annual return | 1.31% | 5.29%-4.0pp | 10.68%-9.4pp | 282.24%-280.9pp |
| Employer contribution / active EE | $1,534 | $4,727-67.6% | $3,587-57.2% | $4,866-68.5% |
| Participant deferral / active EE | $4,759 | $5,179-8.1% | $4,320+10.2% | $5,352-11.1% |
| Admin fee / account holder | $1,689 | $8,392-79.9% | $6,269-73.1% | $9,541-82.3% |