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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 | $262,983 | $84,953+209.6% | $163,379+61.0% | $82,637+218.2% |
| Participation rate | 41.5% | 65.9%-24.5pp | 76.8%-35.4pp | 68.1%-26.6pp |
| Annual return | 17.09% | 23.07%-6.0pp | 63.41%-46.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $1,466 | $2,183-32.9% | $3,752-60.9% | $2,552-42.6% |
| Participant deferral / active EE | $8,183 | $4,326+89.1% | $6,282+30.3% | $4,126+98.3% |
| Admin fee / account holder | $1,783 | $7,921-77.5% | $9,818-81.8% | $7,339-75.7% |