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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 | $107,421+136.8% | $182,262+39.6% | $94,015+170.6% |
| Participation rate | 50.7% | 77.8%-27.1pp | 84.2%-33.5pp | 70.8%-20.1pp |
| Annual return | 16.99% | 21.32%-4.3pp | 140.60%-123.6pp | 17.84%-0.9pp |
| Employer contribution / active EE | $2,166 | $3,448-37.2% | $5,046-57.1% | $2,790-22.4% |
| Participant deferral / active EE | $4,562 | $6,558-30.4% | $8,276-44.9% | $4,249+7.4% |
| Admin fee / account holder | $2,471 | $8,692-71.6% | $16,712-85.2% | $8,951-72.4% |