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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 | $254,873 | $105,960+140.5% | $81,726+211.9% | $158,982+60.3% |
| Participation rate | 63.6% | 75.6%-12.0pp | 72.0%-8.4pp | 82.0%-18.3pp |
| Annual return | 20.02% | 38.19%-18.2pp | 29.49%-9.5pp | 302.99%-283.0pp |
| Employer contribution / active EE | $1,359 | $7,805-82.6% | $4,311-68.5% | $4,763-71.5% |
| Participant deferral / active EE | $3,740 | $13,011-71.3% | $7,108-47.4% | $5,983-37.5% |
| Admin fee / account holder | $6,831 | $8,494-19.6% | $5,160+32.4% | $11,252-39.3% |