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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 | $271,868 | $81,476+233.7% | $102,383+165.5% | $80,925+236.0% |
| Participation rate | 23.9% | 66.8%-42.9pp | 74.5%-50.6pp | 67.7%-43.7pp |
| Annual return | 16.65% | 25.59%-8.9pp | 24.94%-8.3pp | 35.65%-19.0pp |
| Employer contribution / active EE | $1,258 | $3,105-59.5% | $3,870-67.5% | $2,756-54.4% |
| Participant deferral / active EE | $2,271 | $3,871-41.3% | $5,060-55.1% | $4,299-47.2% |
| Admin fee / account holder | $2,739 | $6,717-59.2% | $8,391-67.4% | $6,940-60.5% |