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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 | $265,111 | $101,618+160.9% | $93,063+184.9% | $137,256+93.2% |
| Participation rate | 16.7% | 74.9%-58.3pp | 72.1%-55.4pp | 80.0%-63.3pp |
| Annual return | 14.70% | 223.95%-209.2pp | 34.15%-19.5pp | 220.34%-205.6pp |
| Employer contribution / active EE | $436 | $2,707-83.9% | $2,476-82.4% | $4,156-89.5% |
| Participant deferral / active EE | $1,429 | $4,279-66.6% | $3,958-63.9% | $6,407-77.7% |
| Admin fee / account holder | $7,460 | $6,198+20.4% | $6,033+23.6% | $12,270-39.2% |