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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 | $272,278 | $106,247+156.3% | $96,515+182.1% | $139,466+95.2% |
| Participation rate | 47.4% | 77.8%-30.5pp | 74.3%-27.0pp | 80.3%-33.0pp |
| Annual return | 11.44% | 38.47%-27.0pp | 35.73%-24.3pp | 373.66%-362.2pp |
| Employer contribution / active EE | $1,357 | $4,106-66.9% | $3,740-63.7% | $4,754-71.5% |
| Participant deferral / active EE | $5,324 | $5,456-2.4% | $4,880+9.1% | $6,712-20.7% |
| Admin fee / account holder | $15,489 | $7,885+96.4% | $6,735+130.0% | $11,409+35.8% |