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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 | $458,190 | $57,590+695.6% | $86,233+431.3% | $82,448+455.7% |
| Participation rate | 7.7% | 57.9%-50.2pp | 69.0%-61.3pp | 68.1%-60.4pp |
| Annual return | 17.04% | 22.41%-5.4pp | 61.39%-44.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $279 | $1,655-83.1% | $2,504-88.9% | $2,551-89.1% |
| Participant deferral / active EE | $2,096 | $3,080-31.9% | $4,559-54.0% | $4,139-49.4% |
| Admin fee / account holder | $4,111 | $4,730-13.1% | $8,342-50.7% | $7,234-43.2% |