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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 | $250,106 | $64,920+285.3% | $103,693+141.2% | $86,983+187.5% |
| Participation rate | 11.1% | 63.6%-52.5pp | 72.6%-61.5pp | 69.5%-58.4pp |
| Annual return | 19.01% | 30.29%-11.3pp | 47.61%-28.6pp | 25.83%-6.8pp |
| Employer contribution / active EE | $386 | $2,141-82.0% | $2,920-86.8% | $2,584-85.1% |
| Participant deferral / active EE | $1,624 | $3,241-49.9% | $4,579-64.5% | $4,194-61.3% |
| Admin fee / account holder | $6,751 | $6,191+9.0% | $7,858-14.1% | $7,856-14.1% |