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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 | $273,262 | $136,860+99.7% | $120,344+127.1% | $154,746+76.6% |
| Participation rate | 56.5% | 79.9%-23.4pp | 76.7%-20.2pp | 80.7%-24.2pp |
| Annual return | 13.51% | 21.38%-7.9pp | 20.30%-6.8pp | 172.34%-158.8pp |
| Employer contribution / active EE | $951 | $3,533-73.1% | $3,020-68.5% | $4,379-78.3% |
| Participant deferral / active EE | $2,434 | $5,793-58.0% | $5,135-52.6% | $6,730-63.8% |
| Admin fee / account holder | $9,396 | $15,393-39.0% | $12,742-26.3% | $14,365-34.6% |