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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 | $269,339 | $77,896+245.8% | $134,172+100.7% | $82,448+226.7% |
| Participation rate | 50.0% | 62.8%-12.8pp | 72.5%-22.5pp | 68.1%-18.1pp |
| Annual return | 16.96% | 18.21%-1.3pp | 25.30%-8.3pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,748 | $2,159-19.0% | $3,420-48.9% | $2,551-31.5% |
| Participant deferral / active EE | $5,083 | $3,162+60.8% | $4,690+8.4% | $4,139+22.8% |
| Admin fee / account holder | $2,987 | $6,336-52.9% | $12,016-75.1% | $7,234-58.7% |