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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 | $287,749 | $211,239+36.2% | $178,528+61.2% | $145,877+97.3% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 17.93% | 30.22%-12.3pp | 27.11%-9.2pp | 551.28%-533.4pp |
| Employer contribution / active EE | $1,280 | $4,570-72.0% | $3,950-67.6% | $4,663-72.5% |
| Participant deferral / active EE | $10,000 | $6,963+43.6% | $6,278+59.3% | $6,691+49.5% |
| Admin fee / account holder | $11,002 | $12,095-9.0% | $10,419+5.6% | $13,402-17.9% |