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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 | $268,100 | $78,690+240.7% | $161,489+66.0% | $87,485+206.5% |
| Participation rate | 22.7% | 67.5%-44.7pp | 78.7%-56.0pp | 68.9%-46.2pp |
| Annual return | 13.74% | 32.74%-19.0pp | 89.72%-76.0pp | 26.06%-12.3pp |
| Employer contribution / active EE | $427 | $2,588-83.5% | $4,268-90.0% | $2,596-83.5% |
| Participant deferral / active EE | $1,534 | $3,311-53.7% | $5,630-72.8% | $4,274-64.1% |
| Admin fee / account holder | $2,650 | $6,724-60.6% | $16,006-83.4% | $7,775-65.9% |