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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 | $276,330 | $93,057+196.9% | $153,500+80.0% | $80,925+241.5% |
| Participation rate | 30.8% | 69.0%-38.2pp | 77.1%-46.3pp | 67.7%-36.9pp |
| Annual return | 11.63% | 19.96%-8.3pp | 15.70%-4.1pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,068 | $3,507-69.6% | $5,039-78.8% | $2,756-61.3% |
| Participant deferral / active EE | $2,287 | $5,179-55.8% | $6,756-66.1% | $4,299-46.8% |
| Admin fee / account holder | $567 | $8,885-93.6% | $12,736-95.5% | $6,940-91.8% |