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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 | $81,276+239.3% | $155,574+77.3% | $80,925+240.8% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 17.59% | 33.36%-15.8pp | 64.87%-47.3pp | 35.65%-18.1pp |
| Employer contribution / active EE | $2,735 | $3,103-11.8% | $4,676-41.5% | $2,756-0.8% |
| Participant deferral / active EE | $5,919 | $3,453+71.4% | $5,629+5.1% | $4,299+37.7% |
| Admin fee / account holder | $2,226 | $7,993-72.2% | $15,914-86.0% | $6,940-67.9% |