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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 | $117,846+226.4% | $102,434+275.6% | $145,884+163.7% |
| Participation rate | 36.4% | 78.6%-42.3pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 18.75% | 31.90%-13.1pp | 29.46%-10.7pp | 551.85%-533.1pp |
| Employer contribution / active EE | $861 | $3,615-76.2% | $3,023-71.5% | $4,662-81.5% |
| Participant deferral / active EE | $5,279 | $5,733-7.9% | $5,055+4.4% | $6,690-21.1% |
| Admin fee / account holder | $18,273 | $13,356+36.8% | $9,462+93.1% | $13,392+36.4% |