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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 | $257,242 | $97,648+163.4% | $121,663+111.4% | $87,485+194.0% |
| Participation rate | 19.0% | 70.5%-51.4pp | 74.5%-55.4pp | 68.9%-49.9pp |
| Annual return | 26.33% | 18.03%+8.3pp | 147.54%-121.2pp | 26.06%+0.3pp |
| Employer contribution / active EE | $1,259 | $2,300-45.3% | $3,020-58.3% | $2,596-51.5% |
| Participant deferral / active EE | $6,154 | $3,923+56.9% | $4,887+25.9% | $4,274+44.0% |
| Admin fee / account holder | $9,860 | $11,100-11.2% | $14,289-31.0% | $7,775+26.8% |