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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 | $488,899 | $23,330+1995.6% | $64,489+658.1% | $82,448+493.0% |
| Participation rate | 8.5% | 68.3%-59.8pp | 67.7%-59.2pp | 68.1%-59.6pp |
| Annual return | 15.91% | 83.66%-67.7pp | 55.03%-39.1pp | 41.64%-25.7pp |
| Employer contribution / active EE | $310 | $824-62.4% | $1,523-79.7% | $2,551-87.9% |
| Participant deferral / active EE | $1,846 | $1,707+8.1% | $2,778-33.6% | $4,139-55.4% |
| Admin fee / account holder | $4,822 | $2,946+63.7% | $4,260+13.2% | $7,234-33.3% |