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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 | $261,685 | $65,034+302.4% | $90,970+187.7% | $79,856+227.7% |
| Participation rate | 53.5% | 61.6%-8.1pp | 69.0%-15.5pp | 69.6%-16.2pp |
| Annual return | 16.18% | 30.45%-14.3pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,080 | $1,247-13.4% | $2,122-49.1% | $2,471-56.3% |
| Participant deferral / active EE | $1,877 | $2,512-25.3% | $3,373-44.3% | $3,741-49.8% |
| Admin fee / account holder | $3,124 | $4,536-31.1% | $5,961-47.6% | $5,306-41.1% |