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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 | $117,895+226.3% | $102,460+275.5% | $145,897+163.7% |
| Participation rate | 36.4% | 78.6%-42.3pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 18.75% | 31.92%-13.2pp | 29.47%-10.7pp | 552.29%-533.5pp |
| Employer contribution / active EE | $861 | $3,619-76.2% | $3,025-71.5% | $4,663-81.5% |
| Participant deferral / active EE | $5,279 | $5,736-8.0% | $5,056+4.4% | $6,689-21.1% |
| Admin fee / account holder | $18,273 | $13,353+36.8% | $9,460+93.2% | $13,390+36.5% |