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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 | $384,265 | $162,821+136.0% | $133,978+186.8% | $158,982+141.7% |
| Participation rate | 20.0% | 83.2%-63.2pp | 79.8%-59.8pp | 82.0%-62.0pp |
| Annual return | 22.82% | 41.95%-19.1pp | 45.10%-22.3pp | 302.99%-280.2pp |
| Employer contribution / active EE | $970 | $4,976-80.5% | $3,919-75.2% | $4,763-79.6% |
| Participant deferral / active EE | $4,075 | $5,910-31.1% | $5,047-19.3% | $5,983-31.9% |
| Admin fee / account holder | $1,463 | $11,742-87.5% | $8,930-83.6% | $11,252-87.0% |