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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 | $307,517 | $73,787+316.8% | $98,716+211.5% | $82,448+273.0% |
| Participation rate | 41.2% | 61.4%-20.2pp | 69.3%-28.1pp | 68.1%-26.9pp |
| Annual return | 16.66% | 18.57%-1.9pp | 31.81%-15.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $654 | $1,511-56.7% | $2,279-71.3% | $2,551-74.4% |
| Participant deferral / active EE | $1,228 | $3,081-60.2% | $4,048-69.7% | $4,139-70.3% |
| Admin fee / account holder | $3,094 | $6,500-52.4% | $8,703-64.5% | $7,234-57.2% |