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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 | $276,458 | $77,896+254.9% | $134,172+106.0% | $82,448+235.3% |
| Participation rate | 34.3% | 62.8%-28.5pp | 72.5%-38.2pp | 68.1%-33.8pp |
| Annual return | 14.09% | 18.21%-4.1pp | 25.30%-11.2pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,076 | $2,159-50.2% | $3,420-68.5% | $2,551-57.8% |
| Participant deferral / active EE | $2,959 | $3,162-6.4% | $4,690-36.9% | $4,139-28.5% |
| Admin fee / account holder | $24,881 | $6,336+292.7% | $12,016+107.1% | $7,234+243.9% |