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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 | $251,470 | $94,439+166.3% | $73,658+241.4% | $154,746+62.5% |
| Participation rate | 8.3% | 64.7%-56.3pp | 57.0%-48.7pp | 80.7%-72.4pp |
| Annual return | 15.83% | 28.25%-12.4pp | 29.72%-13.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $543 | $1,257-56.9% | $1,032-47.4% | $4,379-87.6% |
| Participant deferral / active EE | $995 | $2,527-60.6% | $2,062-51.8% | $6,730-85.2% |
| Admin fee / account holder | $4,938 | $3,843+28.5% | $3,357+47.1% | $14,365-65.6% |