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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 | $264,644 | $124,346+112.8% | $111,308+137.8% | $167,536+58.0% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 19.99% | 37.45%-17.5pp | 54.67%-34.7pp | 478.82%-458.8pp |
| Employer contribution / active EE | $1,241 | $3,437-63.9% | $2,732-54.6% | $4,839-74.4% |
| Participant deferral / active EE | $1,905 | $5,182-63.2% | $4,487-57.6% | $6,342-70.0% |
| Admin fee / account holder | $5,206 | $10,621-51.0% | $7,965-34.6% | $12,315-57.7% |