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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 | $299,392 | $211,224+41.7% | $178,505+67.7% | $145,897+105.2% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 15.46% | 30.28%-14.8pp | 27.16%-11.7pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,938 | $4,577-57.7% | $3,955-51.0% | $4,663-58.4% |
| Participant deferral / active EE | $3,100 | $6,966-55.5% | $6,280-50.6% | $6,689-53.7% |
| Admin fee / account holder | $1,998 | $12,109-83.5% | $10,428-80.8% | $13,390-85.1% |