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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 | $68,878+266.6% | $120,574+109.4% | $80,935+212.0% |
| Participation rate | 24.4% | 61.7%-37.2pp | 71.9%-47.5pp | 67.7%-43.2pp |
| Annual return | 18.24% | 23.67%-5.4pp | 107.42%-89.2pp | 35.66%-17.4pp |
| Employer contribution / active EE | $1,031 | $2,065-50.1% | $3,471-70.3% | $2,757-62.6% |
| Participant deferral / active EE | $1,949 | $3,189-38.9% | $4,996-61.0% | $4,299-54.7% |
| Admin fee / account holder | $10,897 | $5,782+88.5% | $9,445+15.4% | $6,924+57.4% |