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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 | $375,285 | $67,595+455.2% | $186,193+101.6% | $64,340+483.3% |
| Participation rate | 22.2% | 51.9%-29.7pp | 77.1%-54.9pp | 55.2%-33.0pp |
| Annual return | 16.45% | 17.46%-1.0pp | 78.03%-61.6pp | 24.14%-7.7pp |
| Employer contribution / active EE | $809 | $1,513-46.5% | $3,918-79.3% | $1,862-56.5% |
| Participant deferral / active EE | $2,116 | $3,023-30.0% | $6,513-67.5% | $2,980-29.0% |
| Admin fee / account holder | $5,620 | $5,311+5.8% | $11,058-49.2% | $3,703+51.8% |