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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 | $292,324 | $73,787+296.2% | $98,716+196.1% | $82,448+254.6% |
| Participation rate | 12.3% | 61.4%-49.1pp | 69.3%-57.0pp | 68.1%-55.8pp |
| Annual return | 14.43% | 18.57%-4.1pp | 31.81%-17.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $616 | $1,511-59.2% | $2,279-72.9% | $2,551-75.8% |
| Participant deferral / active EE | $6,225 | $3,081+102.0% | $4,048+53.8% | $4,139+50.4% |
| Admin fee / account holder | $11,050 | $6,500+70.0% | $8,703+27.0% | $7,234+52.7% |