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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 | $254,415 | $106,524+138.8% | $152,301+67.0% | $87,485+190.8% |
| Participation rate | 50.7% | 75.8%-25.1pp | 82.4%-31.8pp | 68.9%-18.2pp |
| Annual return | 16.99% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.1pp |
| Employer contribution / active EE | $2,166 | $3,371-35.8% | $4,624-53.2% | $2,596-16.6% |
| Participant deferral / active EE | $4,562 | $6,525-30.1% | $8,004-43.0% | $4,274+6.7% |
| Admin fee / account holder | $2,471 | $8,287-70.2% | $14,398-82.8% | $7,775-68.2% |