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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 | $67,823+363.9% | $52,425+500.1% | $137,256+129.2% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | 13.42% | 219.11%-205.7pp | 302.12%-288.7pp | 220.34%-206.9pp |
| Employer contribution / active EE | $307 | $1,163-73.6% | $914-66.4% | $4,156-92.6% |
| Participant deferral / active EE | $4,057 | $2,288+77.3% | $1,790+126.6% | $6,407-36.7% |
| Admin fee / account holder | $994 | $2,844-65.1% | $2,495-60.2% | $12,270-91.9% |