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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 | $251,115 | $99,345+152.8% | $84,753+196.3% | $273,972-8.3% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 10.49% | 22.93%-12.4pp | 22.78%-12.3pp | 41.46%-31.0pp |
| Employer contribution / active EE | $1,104 | $4,214-73.8% | $3,574-69.1% | $4,869-77.3% |
| Participant deferral / active EE | $5,322 | $4,270+24.7% | $3,712+43.4% | $5,287+0.7% |
| Admin fee / account holder | $546 | $6,645-91.8% | $5,333-89.8% | $10,133-94.6% |