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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 | $106,749+138.3% | $145,433+74.9% | $82,448+208.6% |
| Participation rate | 50.7% | 75.6%-25.0pp | 82.1%-31.4pp | 68.1%-17.4pp |
| Annual return | 16.99% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,166 | $3,444-37.1% | $4,554-52.5% | $2,551-15.1% |
| Participant deferral / active EE | $4,562 | $6,519-30.0% | $7,897-42.2% | $4,139+10.2% |
| Admin fee / account holder | $2,471 | $8,390-70.5% | $13,129-81.2% | $7,234-65.8% |