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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 | $258,479 | $107,809+139.8% | $97,032+166.4% | $155,188+66.6% |
| Participation rate | 23.5% | 75.5%-51.9pp | 71.6%-48.0pp | 80.8%-57.3pp |
| Annual return | 16.69% | 38.06%-21.4pp | 35.38%-18.7pp | 148.84%-132.1pp |
| Employer contribution / active EE | $931 | $2,911-68.0% | $2,629-64.6% | $4,248-78.1% |
| Participant deferral / active EE | $1,379 | $5,129-73.1% | $4,672-70.5% | $6,531-78.9% |
| Admin fee / account holder | $602 | $10,717-94.4% | $9,418-93.6% | $14,480-95.8% |