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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 | $328,044 | $45,119+627.1% | $85,126+285.4% | $74,429+340.7% |
| Participation rate | 19.1% | 49.4%-30.2pp | 67.5%-48.4pp | 67.2%-48.1pp |
| Annual return | 15.97% | 26.28%-10.3pp | 66.63%-50.7pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $956 | $1,460-34.6% | $2,731-65.0% | $2,625-63.6% |
| Participant deferral / active EE | $2,339 | $2,738-14.6% | $4,523-48.3% | $4,348-46.2% |
| Admin fee / account holder | $1,640 | $2,214-25.9% | $6,160-73.4% | $1,944-15.7% |