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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 | $260,806 | $97,648+167.1% | $121,663+114.4% | $87,485+198.1% |
| Participation rate | 33.7% | 70.5%-36.8pp | 74.5%-40.8pp | 68.9%-35.2pp |
| Annual return | 15.73% | 18.03%-2.3pp | 147.54%-131.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,441 | $2,300-37.3% | $3,020-52.3% | $2,596-44.5% |
| Participant deferral / active EE | $2,727 | $3,923-30.5% | $4,887-44.2% | $4,274-36.2% |
| Admin fee / account holder | $1,009 | $11,100-90.9% | $14,289-92.9% | $7,775-87.0% |