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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 | $255,517 | $87,059+193.5% | $105,608+141.9% | $80,925+215.7% |
| Participation rate | 31.8% | 70.4%-38.7pp | 75.3%-43.5pp | 67.7%-35.9pp |
| Annual return | 24.92% | 17.05%+7.9pp | 116.50%-91.6pp | 35.65%-10.7pp |
| Employer contribution / active EE | $1,137 | $2,396-52.5% | $3,167-64.1% | $2,756-58.7% |
| Participant deferral / active EE | $2,921 | $3,986-26.7% | $5,010-41.7% | $4,299-32.1% |
| Admin fee / account holder | $4,686 | $8,443-44.5% | $11,028-57.5% | $6,940-32.5% |