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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 | $292,705 | $127,790+129.1% | $106,555+174.7% | $167,536+74.7% |
| Participation rate | 55.6% | 78.3%-22.7pp | 76.1%-20.6pp | 82.1%-26.6pp |
| Annual return | 26.63% | 33.88%-7.2pp | 26.80%-0.2pp | 478.82%-452.2pp |
| Employer contribution / active EE | $926 | $3,428-73.0% | $2,819-67.1% | $4,839-80.9% |
| Participant deferral / active EE | $3,585 | $5,088-29.5% | $4,399-18.5% | $6,342-43.5% |
| Admin fee / account holder | $432 | $11,229-96.2% | $7,408-94.2% | $12,315-96.5% |