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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 | $305,729 | $77,962+292.2% | $178,540+71.2% | $80,935+277.7% |
| Participation rate | 25.3% | 65.7%-40.4pp | 77.1%-51.8pp | 67.7%-42.4pp |
| Annual return | 21.75% | 18.10%+3.6pp | 27.15%-5.4pp | 35.66%-13.9pp |
| Employer contribution / active EE | $1,031 | $2,280-54.8% | $3,953-73.9% | $2,757-62.6% |
| Participant deferral / active EE | $2,582 | $4,404-41.4% | $6,281-58.9% | $4,299-39.9% |
| Admin fee / account holder | $9,665 | $7,156+35.1% | $10,424-7.3% | $6,924+39.6% |