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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 | $69,118+284.4% | $53,647+395.3% | $138,895+91.3% |
| Participation rate | 28.6% | 64.0%-35.4pp | 56.3%-27.7pp | 79.9%-51.3pp |
| Annual return | 20.90% | 248.26%-227.4pp | 358.33%-337.4pp | 145.39%-124.5pp |
| Employer contribution / active EE | $683 | $1,189-42.5% | $962-29.0% | $4,194-83.7% |
| Participant deferral / active EE | $4,207 | $2,274+85.0% | $1,813+132.0% | $6,396-34.2% |
| Admin fee / account holder | $751 | $2,724-72.4% | $2,460-69.5% | $12,562-94.0% |