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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 | $278,733 | $53,774+418.3% | $134,162+107.8% | $79,856+249.0% |
| Participation rate | 23.1% | 58.8%-35.7pp | 72.2%-49.1pp | 69.6%-46.6pp |
| Annual return | 24.45% | 19.01%+5.4pp | 36.35%-11.9pp | 31.71%-7.3pp |
| Employer contribution / active EE | $667 | $1,322-49.5% | $3,705-82.0% | $2,471-73.0% |
| Participant deferral / active EE | $1,071 | $2,420-55.7% | $3,500-69.4% | $3,741-71.4% |
| Admin fee / account holder | $44,314 | $3,985+1012.0% | $6,685+562.8% | $5,306+735.1% |