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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 | $56,121+386.5% | $92,985+193.6% | $64,340+324.3% |
| Participation rate | 24.2% | 44.9%-20.7pp | 69.5%-45.2pp | 55.2%-31.0pp |
| Annual return | 13.64% | 19.19%-5.5pp | 27.99%-14.4pp | 24.14%-10.5pp |
| Employer contribution / active EE | $448 | $1,351-66.8% | $2,662-83.2% | $1,862-75.9% |
| Participant deferral / active EE | $1,110 | $2,362-53.0% | $4,377-74.6% | $2,980-62.8% |
| Admin fee / account holder | $25,260 | $6,869+267.7% | $9,463+166.9% | $3,703+582.2% |