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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 | $273,816 | $103,387+164.8% | $87,102+214.4% | $152,885+79.1% |
| Participation rate | 16.7% | 79.4%-62.7pp | 76.9%-60.2pp | 82.5%-65.8pp |
| Annual return | 21.36% | 28.10%-6.7pp | 28.19%-6.8pp | 345.39%-324.0pp |
| Employer contribution / active EE | $658 | $3,221-79.6% | $2,521-73.9% | $4,763-86.2% |
| Participant deferral / active EE | $4,167 | $4,778-12.8% | $4,048+2.9% | $5,851-28.8% |
| Admin fee / account holder | $2,994 | $12,193-75.4% | $7,491-60.0% | $11,598-74.2% |