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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 | $253,527 | $73,787+243.6% | $98,716+156.8% | $82,448+207.5% |
| Participation rate | 5.9% | 61.4%-55.5pp | 69.3%-63.4pp | 68.1%-62.2pp |
| Annual return | 15.68% | 18.57%-2.9pp | 31.81%-16.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,157 | $1,511-23.5% | $2,279-49.2% | $2,551-54.7% |
| Participant deferral / active EE | $4,112 | $3,081+33.5% | $4,048+1.6% | $4,139-0.7% |
| Admin fee / account holder | $21,247 | $6,500+226.9% | $8,703+144.1% | $7,234+193.7% |