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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 | $314,625 | $174,018+80.8% | $136,833+129.9% | $198,609+58.4% |
| Participation rate | 20.0% | 65.1%-45.1pp | 59.0%-39.0pp | 82.4%-62.4pp |
| Annual return | 13.42% | 35.16%-21.7pp | 35.32%-21.9pp | 202.70%-189.3pp |
| Employer contribution / active EE | $307 | $1,571-80.4% | $1,319-76.7% | $5,055-93.9% |
| Participant deferral / active EE | $4,057 | $2,873+41.2% | $2,441+66.2% | $6,977-41.9% |
| Admin fee / account holder | $994 | $5,434-81.7% | $4,706-78.9% | $19,030-94.8% |