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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 | $284,846 | $99,633+185.9% | $183,328+55.4% | $82,448+245.5% |
| Participation rate | 32.0% | 70.8%-38.8pp | 77.3%-45.3pp | 68.1%-36.1pp |
| Annual return | 12.58% | 17.84%-5.3pp | 29.67%-17.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,070 | $3,256-67.1% | $5,055-78.8% | $2,551-58.0% |
| Participant deferral / active EE | $2,273 | $4,938-54.0% | $6,795-66.6% | $4,139-45.1% |
| Admin fee / account holder | $35,240 | $9,934+254.7% | $21,427+64.5% | $7,234+387.1% |