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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 | $278,054 | $29,319+848.4% | $52,425+430.4% | $82,448+237.2% |
| Participation rate | 40.4% | 46.9%-6.5pp | 55.6%-15.2pp | 68.1%-27.7pp |
| Annual return | 15.70% | 535.20%-519.5pp | 302.12%-286.4pp | 41.64%-25.9pp |
| Employer contribution / active EE | $646 | $586+10.1% | $914-29.4% | $2,551-74.7% |
| Participant deferral / active EE | $2,099 | $1,171+79.2% | $1,790+17.2% | $4,139-49.3% |
| Admin fee / account holder | $2,474 | $1,962+26.1% | $2,495-0.8% | $7,234-65.8% |