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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 | $57,057+399.1% | $85,009+235.0% | $80,874+252.1% |
| Participation rate | 35.9% | 56.4%-20.5pp | 67.5%-31.6pp | 67.6%-31.7pp |
| Annual return | 19.55% | 21.66%-2.1pp | 66.47%-46.9pp | 35.62%-16.1pp |
| Employer contribution / active EE | $1,020 | $1,799-43.3% | $2,728-62.6% | $2,756-63.0% |
| Participant deferral / active EE | $2,540 | $3,112-18.4% | $4,522-43.8% | $4,297-40.9% |
| Admin fee / account holder | $50,098 | $4,986+904.8% | $6,153+714.3% | $6,935+622.4% |