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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 | $110,137+144.1% | $161,149+66.8% | $82,637+225.3% |
| Participation rate | 24.6% | 72.4%-47.8pp | 78.8%-54.3pp | 68.1%-43.5pp |
| Annual return | 15.58% | 20.69%-5.1pp | 21.16%-5.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,034 | $2,856-63.8% | $4,360-76.3% | $2,552-59.5% |
| Participant deferral / active EE | $2,276 | $4,575-50.3% | $6,153-63.0% | $4,126-44.8% |
| Admin fee / account holder | $819 | $9,467-91.3% | $15,194-94.6% | $7,339-88.8% |