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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 | $94,439+181.4% | $73,658+260.7% | $154,746+71.7% |
| Participation rate | 28.6% | 64.7%-36.1pp | 57.0%-28.5pp | 80.7%-52.1pp |
| Annual return | 20.90% | 28.25%-7.3pp | 29.72%-8.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $683 | $1,257-45.6% | $1,032-33.8% | $4,379-84.4% |
| Participant deferral / active EE | $4,207 | $2,527+66.5% | $2,062+104.0% | $6,730-37.5% |
| Admin fee / account holder | $751 | $3,843-80.5% | $3,357-77.6% | $14,365-94.8% |