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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 | $267,536 | $79,894+234.9% | $135,792+97.0% | $82,637+223.7% |
| Participation rate | 36.4% | 63.0%-26.6pp | 72.6%-36.2pp | 68.1%-31.7pp |
| Annual return | 14.21% | 17.20%-3.0pp | 25.96%-11.7pp | 53.51%-39.3pp |
| Employer contribution / active EE | $953 | $2,165-56.0% | $3,496-72.7% | $2,552-62.7% |
| Participant deferral / active EE | $1,752 | $3,194-45.1% | $4,759-63.2% | $4,126-57.5% |
| Admin fee / account holder | $52,556 | $6,434+716.8% | $12,266+328.5% | $7,339+616.1% |