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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 | $271,545 | $65,034+317.5% | $90,970+198.5% | $79,856+240.0% |
| Participation rate | 47.8% | 61.6%-13.8pp | 69.0%-21.2pp | 69.6%-21.8pp |
| Annual return | 12.35% | 30.45%-18.1pp | 134.60%-122.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,085 | $1,247-13.0% | $2,122-48.9% | $2,471-56.1% |
| Participant deferral / active EE | $2,640 | $2,512+5.1% | $3,373-21.7% | $3,741-29.4% |
| Admin fee / account holder | $26,904 | $4,536+493.1% | $5,961+351.3% | $5,306+407.0% |