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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 | $281,606 | $94,436+198.2% | $115,599+143.6% | $82,637+240.8% |
| Participation rate | 24.1% | 70.4%-46.4pp | 74.3%-50.2pp | 68.1%-44.0pp |
| Annual return | 13.98% | 18.37%-4.4pp | 111.10%-97.1pp | 53.51%-39.5pp |
| Employer contribution / active EE | $1,159 | $2,324-50.1% | $2,955-60.8% | $2,552-54.6% |
| Participant deferral / active EE | $2,110 | $3,955-46.7% | $4,889-56.9% | $4,126-48.9% |
| Admin fee / account holder | $24,347 | $10,328+135.7% | $12,841+89.6% | $7,339+231.8% |