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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 | $284,762 | $57,073+398.9% | $85,126+234.5% | $80,925+251.9% |
| Participation rate | 35.9% | 56.4%-20.5pp | 67.5%-31.6pp | 67.7%-31.8pp |
| Annual return | 19.55% | 21.69%-2.1pp | 66.63%-47.1pp | 35.65%-16.1pp |
| Employer contribution / active EE | $1,020 | $1,801-43.4% | $2,731-62.7% | $2,756-63.0% |
| Participant deferral / active EE | $2,540 | $3,113-18.4% | $4,523-43.9% | $4,299-40.9% |
| Admin fee / account holder | $50,098 | $4,988+904.4% | $6,160+713.2% | $6,940+621.9% |