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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 | $256,386 | $71,215+260.0% | $93,696+173.6% | $80,935+216.8% |
| Participation rate | 45.2% | 60.4%-15.2pp | 68.7%-23.5pp | 67.7%-22.4pp |
| Annual return | 11.62% | 11.27%+0.4pp | 133.74%-122.1pp | 35.66%-24.0pp |
| Employer contribution / active EE | $487 | $1,565-68.9% | $2,422-79.9% | $2,757-82.3% |
| Participant deferral / active EE | $1,834 | $4,037-54.6% | $4,417-58.5% | $4,299-57.3% |
| Admin fee / account holder | $20,333 | $6,958+192.2% | $8,287+145.4% | $6,924+193.7% |