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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 | $45,126+627.0% | $85,187+285.1% | $74,459+340.6% |
| Participation rate | 19.1% | 49.4%-30.2pp | 67.5%-48.4pp | 67.2%-48.1pp |
| Annual return | 15.97% | 26.30%-10.3pp | 66.67%-50.7pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $956 | $1,460-34.5% | $2,732-65.0% | $2,626-63.6% |
| Participant deferral / active EE | $2,339 | $2,738-14.6% | $4,525-48.3% | $4,350-46.2% |
| Admin fee / account holder | $1,640 | $2,212-25.9% | $6,162-73.4% | $1,945-15.7% |