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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 | $265,718 | $67,823+291.8% | $52,425+406.9% | $137,256+93.6% |
| Participation rate | 28.6% | 63.9%-35.3pp | 55.6%-27.1pp | 80.0%-51.4pp |
| Annual return | 20.90% | 219.11%-198.2pp | 302.12%-281.2pp | 220.34%-199.4pp |
| Employer contribution / active EE | $683 | $1,163-41.2% | $914-25.2% | $4,156-83.6% |
| Participant deferral / active EE | $4,207 | $2,288+83.9% | $1,790+135.0% | $6,407-34.3% |
| Admin fee / account holder | $751 | $2,844-73.6% | $2,495-69.9% | $12,270-93.9% |