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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 | $275,763 | $81,358+238.9% | $155,556+77.3% | $80,959+240.6% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 17.59% | 33.39%-15.8pp | 64.84%-47.2pp | 35.67%-18.1pp |
| Employer contribution / active EE | $2,735 | $3,106-11.9% | $4,675-41.5% | $2,757-0.8% |
| Participant deferral / active EE | $5,919 | $3,455+71.3% | $5,631+5.1% | $4,300+37.6% |
| Admin fee / account holder | $2,226 | $7,994-72.2% | $15,885-86.0% | $6,925-67.9% |