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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 | $289,461 | $64,462+349.0% | $81,482+255.2% | $80,911+257.8% |
| Participation rate | 17.8% | 63.9%-46.1pp | 69.5%-51.7pp | 67.6%-49.9pp |
| Annual return | 16.06% | 16.35%-0.3pp | 24.79%-8.7pp | 35.63%-19.6pp |
| Employer contribution / active EE | $589 | $1,979-70.2% | $2,463-76.1% | $2,756-78.6% |
| Participant deferral / active EE | $2,762 | $3,094-10.7% | $3,885-28.9% | $4,297-35.7% |
| Admin fee / account holder | $62,467 | $5,678+1000.2% | $5,761+984.2% | $6,935+800.8% |