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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 | $268,147 | $108,825+146.4% | $156,181+71.7% | $82,448+225.2% |
| Participation rate | 49.4% | 72.4%-23.0pp | 78.8%-29.5pp | 68.1%-18.7pp |
| Annual return | 14.36% | 20.59%-6.2pp | 64.87%-50.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,978 | $2,870-31.1% | $4,294-53.9% | $2,551-22.4% |
| Participant deferral / active EE | $4,142 | $4,577-9.5% | $6,132-32.5% | $4,139+0.1% |
| Admin fee / account holder | $6,915 | $9,341-26.0% | $14,586-52.6% | $7,234-4.4% |