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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 | $261,230 | $78,027+234.8% | $178,528+46.3% | $80,925+222.8% |
| Participation rate | 40.0% | 65.7%-25.7pp | 77.1%-37.1pp | 67.7%-27.7pp |
| Annual return | 12.96% | 18.09%-5.1pp | 27.11%-14.1pp | 35.65%-22.7pp |
| Employer contribution / active EE | $4,680 | $2,281+105.2% | $3,950+18.5% | $2,756+69.8% |
| Participant deferral / active EE | $6,619 | $4,408+50.2% | $6,278+5.4% | $4,299+54.0% |
| Admin fee / account holder | $25,851 | $7,168+260.7% | $10,419+148.1% | $6,940+272.5% |