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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 | $80,855+230.9% | $153,416+74.4% | $86,983+207.6% |
| Participation rate | 36.4% | 64.1%-27.8pp | 74.3%-38.0pp | 69.5%-33.2pp |
| Annual return | 14.21% | 16.18%-2.0pp | 17.84%-3.6pp | 25.83%-11.6pp |
| Employer contribution / active EE | $953 | $2,308-58.7% | $3,764-74.7% | $2,584-63.1% |
| Participant deferral / active EE | $1,752 | $3,333-47.4% | $4,723-62.9% | $4,194-58.2% |
| Admin fee / account holder | $52,556 | $6,908+660.7% | $13,095+301.3% | $7,856+569.0% |