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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 | $106,749+151.4% | $145,433+84.5% | $82,448+225.5% |
| Participation rate | 27.4% | 75.6%-48.3pp | 82.1%-54.7pp | 68.1%-40.7pp |
| Annual return | 15.50% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,013 | $3,444-70.6% | $4,554-77.8% | $2,551-60.3% |
| Participant deferral / active EE | $3,183 | $6,519-51.2% | $7,897-59.7% | $4,139-23.1% |
| Admin fee / account holder | $613 | $8,390-92.7% | $13,129-95.3% | $7,234-91.5% |