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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 | $350,523 | $95,453+267.2% | $112,040+212.9% | $82,448+325.1% |
| Participation rate | 23.1% | 72.8%-49.7pp | 76.5%-53.4pp | 68.1%-45.0pp |
| Annual return | 15.97% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,528 | $2,318-34.1% | $2,954-48.3% | $2,551-40.1% |
| Participant deferral / active EE | $3,163 | $4,224-25.1% | $5,098-38.0% | $4,139-23.6% |
| Admin fee / account holder | $181,886 | $9,013+1918.0% | $12,098+1403.4% | $7,234+2414.2% |