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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 | $256,927 | $88,672+189.7% | $105,223+144.2% | $82,448+211.6% |
| Participation rate | 37.7% | 67.9%-30.2pp | 75.0%-37.3pp | 68.1%-30.4pp |
| Annual return | 17.23% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,695 | $3,048-44.4% | $3,689-54.0% | $2,551-33.5% |
| Participant deferral / active EE | $4,228 | $4,036+4.8% | $5,072-16.6% | $4,139+2.2% |
| Admin fee / account holder | $3,333 | $7,146-53.4% | $8,859-62.4% | $7,234-53.9% |