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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 | $286,767 | $136,860+109.5% | $120,344+138.3% | $154,746+85.3% |
| Participation rate | 27.3% | 79.9%-52.6pp | 76.7%-49.4pp | 80.7%-53.4pp |
| Annual return | 15.71% | 21.38%-5.7pp | 20.30%-4.6pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,101 | $3,533-68.8% | $3,020-63.5% | $4,379-74.8% |
| Participant deferral / active EE | $4,656 | $5,793-19.6% | $5,135-9.3% | $6,730-30.8% |
| Admin fee / account holder | $1,909 | $15,393-87.6% | $12,742-85.0% | $14,365-86.7% |