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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 | $354,174 | $112,729+214.2% | $98,716+258.8% | $137,256+158.0% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 15.36% | 38.48%-23.1pp | 31.81%-16.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,065 | $2,725-60.9% | $2,279-53.3% | $4,156-74.4% |
| Participant deferral / active EE | $2,836 | $4,640-38.9% | $4,048-29.9% | $6,407-55.7% |
| Admin fee / account holder | $1,405 | $10,129-86.1% | $8,703-83.9% | $12,270-88.5% |