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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 | $124,425+119.6% | $112,040+143.9% | $137,256+99.1% |
| Participation rate | 56.5% | 79.3%-22.8pp | 76.5%-20.0pp | 80.0%-23.4pp |
| Annual return | 13.51% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $951 | $3,411-72.1% | $2,954-67.8% | $4,156-77.1% |
| Participant deferral / active EE | $2,434 | $5,718-57.4% | $5,098-52.3% | $6,407-62.0% |
| Admin fee / account holder | $9,396 | $15,207-38.2% | $12,098-22.3% | $12,270-23.4% |