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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 | $252,311 | $112,729+123.8% | $98,716+155.6% | $137,256+83.8% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.3%-13.7pp | 80.0%-24.4pp |
| Annual return | 17.62% | 38.48%-20.9pp | 31.81%-14.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,220 | $2,725-55.2% | $2,279-46.5% | $4,156-70.6% |
| Participant deferral / active EE | $1,915 | $4,640-58.7% | $4,048-52.7% | $6,407-70.1% |
| Admin fee / account holder | $45,895 | $10,129+353.1% | $8,703+427.4% | $12,270+274.0% |