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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 | $327,519 | $94,031+248.3% | $115,768+182.9% | $82,448+297.2% |
| Participation rate | 24.5% | 70.4%-45.9pp | 74.4%-49.9pp | 68.1%-43.5pp |
| Annual return | 12.43% | 20.61%-8.2pp | 100.46%-88.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $855 | $2,323-63.2% | $2,940-70.9% | $2,551-66.5% |
| Participant deferral / active EE | $3,377 | $3,972-15.0% | $4,917-31.3% | $4,139-18.4% |
| Admin fee / account holder | $2,988 | $10,249-70.9% | $12,439-76.0% | $7,234-58.7% |