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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 | $273,018 | $55,932+388.1% | $76,735+255.8% | $67,986+301.6% |
| Participation rate | 24.2% | 50.8%-26.6pp | 69.5%-45.3pp | 57.2%-33.0pp |
| Annual return | 13.64% | 23.10%-9.5pp | 29.77%-16.1pp | 31.67%-18.0pp |
| Employer contribution / active EE | $448 | $1,487-69.9% | $2,454-81.7% | $2,019-77.8% |
| Participant deferral / active EE | $1,110 | $2,558-56.6% | $4,088-72.9% | $3,358-67.0% |
| Admin fee / account holder | $25,260 | $4,907+414.8% | $7,189+251.4% | $3,203+688.6% |