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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 | $273,095 | $110,337+147.5% | $102,383+166.7% | $145,877+87.2% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 12.24% | 24.83%-12.6pp | 24.94%-12.7pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,345 | $4,216-68.1% | $3,870-65.2% | $4,663-71.2% |
| Participant deferral / active EE | $2,354 | $5,621-58.1% | $5,060-53.5% | $6,691-64.8% |
| Admin fee / account holder | $3,195 | $9,750-67.2% | $8,391-61.9% | $13,402-76.2% |