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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 | $273,928 | $124,980+119.2% | $108,359+152.8% | $154,746+77.0% |
| Participation rate | 25.0% | 75.2%-50.2pp | 70.1%-45.1pp | 80.7%-55.7pp |
| Annual return | 17.34% | 45.00%-27.7pp | 36.89%-19.6pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,800 | $2,851-36.9% | $2,399-25.0% | $4,379-58.9% |
| Participant deferral / active EE | $3,000 | $4,743-36.7% | $4,137-27.5% | $6,730-55.4% |
| Admin fee / account holder | $3,496 | $11,502-69.6% | $9,741-64.1% | $14,365-75.7% |