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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 | $267,426 | $58,275+358.9% | $81,844+226.8% | $80,935+230.4% |
| Participation rate | 21.7% | 63.5%-41.8pp | 72.4%-50.7pp | 67.7%-46.0pp |
| Annual return | 12.97% | 41.82%-28.8pp | 778.87%-765.9pp | 35.66%-22.7pp |
| Employer contribution / active EE | $392 | $2,346-83.3% | $2,916-86.6% | $2,757-85.8% |
| Participant deferral / active EE | $2,153 | $3,285-34.5% | $4,323-50.2% | $4,299-49.9% |
| Admin fee / account holder | $2,163 | $4,749-54.4% | $7,355-70.6% | $6,924-68.8% |