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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 | $268,850 | $108,825+147.0% | $156,181+72.1% | $82,448+226.1% |
| Participation rate | 24.6% | 72.4%-47.8pp | 78.8%-54.3pp | 68.1%-43.5pp |
| Annual return | 15.58% | 20.59%-5.0pp | 64.87%-49.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,034 | $2,870-64.0% | $4,294-75.9% | $2,551-59.5% |
| Participant deferral / active EE | $2,276 | $4,577-50.3% | $6,132-62.9% | $4,139-45.0% |
| Admin fee / account holder | $819 | $9,341-91.2% | $14,586-94.4% | $7,234-88.7% |