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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 | $384,693 | $117,859+226.4% | $102,438+275.5% | $145,959+163.6% |
| Participation rate | 36.4% | 78.6%-42.2pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 18.75% | 31.72%-13.0pp | 29.37%-10.6pp | 561.95%-543.2pp |
| Employer contribution / active EE | $861 | $3,615-76.2% | $3,024-71.5% | $4,661-81.5% |
| Participant deferral / active EE | $5,279 | $5,732-7.9% | $5,054+4.5% | $6,689-21.1% |
| Admin fee / account holder | $18,273 | $13,318+37.2% | $9,448+93.4% | $13,398+36.4% |