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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 | $275,096 | $115,225+138.7% | $100,712+173.2% | $138,895+98.1% |
| Participation rate | 29.2% | 74.3%-45.2pp | 69.3%-40.1pp | 79.9%-50.8pp |
| Annual return | 15.09% | 40.35%-25.3pp | 33.27%-18.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,186 | $4,699-32.2% | $4,085-22.0% | $6,396-50.2% |
| Admin fee / account holder | $2,088 | $10,844-80.7% | $9,256-77.4% | $12,562-83.4% |