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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 | $266,869 | $77,896+242.6% | $134,172+98.9% | $82,448+223.7% |
| Participation rate | 26.1% | 62.8%-36.7pp | 72.5%-46.4pp | 68.1%-42.0pp |
| Annual return | 14.21% | 18.21%-4.0pp | 25.30%-11.1pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,281 | $2,159-40.7% | $3,420-62.5% | $2,551-49.8% |
| Participant deferral / active EE | $1,994 | $3,162-36.9% | $4,690-57.5% | $4,139-51.8% |
| Admin fee / account holder | $46,983 | $6,336+641.5% | $12,016+291.0% | $7,234+549.4% |