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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 | $101,950+176.2% | $125,529+124.3% | $86,983+223.7% |
| Participation rate | 24.1% | 70.2%-46.1pp | 74.7%-50.7pp | 69.5%-45.5pp |
| Annual return | 13.98% | 18.29%-4.3pp | 202.56%-188.6pp | 25.83%-11.9pp |
| Employer contribution / active EE | $1,159 | $2,358-50.9% | $3,058-62.1% | $2,584-55.2% |
| Participant deferral / active EE | $2,110 | $3,862-45.4% | $4,813-56.2% | $4,194-49.7% |
| Admin fee / account holder | $24,347 | $12,791+90.3% | $16,298+49.4% | $7,856+209.9% |