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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 | $268,344 | $106,524+151.9% | $152,301+76.2% | $87,485+206.7% |
| Participation rate | 27.4% | 75.8%-48.4pp | 82.4%-55.1pp | 68.9%-41.6pp |
| Annual return | 15.50% | 26.89%-11.4pp | 80.50%-65.0pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,013 | $3,371-70.0% | $4,624-78.1% | $2,596-61.0% |
| Participant deferral / active EE | $3,183 | $6,525-51.2% | $8,004-60.2% | $4,274-25.5% |
| Admin fee / account holder | $613 | $8,287-92.6% | $14,398-95.7% | $7,775-92.1% |