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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 | $252,511 | $68,573+268.2% | $120,368+109.8% | $80,874+212.2% |
| Participation rate | 24.4% | 61.6%-37.1pp | 71.9%-47.5pp | 67.6%-43.2pp |
| Annual return | 18.24% | 23.61%-5.4pp | 107.26%-89.0pp | 35.62%-17.4pp |
| Employer contribution / active EE | $1,031 | $2,052-49.8% | $3,465-70.2% | $2,756-62.6% |
| Participant deferral / active EE | $1,949 | $3,174-38.6% | $4,991-61.0% | $4,297-54.6% |
| Admin fee / account holder | $10,897 | $5,734+90.1% | $9,429+15.6% | $6,935+57.1% |