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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 | $256,530 | $102,595+150.0% | $94,057+172.7% | $154,746+65.8% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 80.7%-43.2pp |
| Annual return | 17.53% | 583.42%-565.9pp | 480.62%-463.1pp | 172.34%-154.8pp |
| Employer contribution / active EE | $638 | $3,147-79.7% | $2,933-78.3% | $4,379-85.4% |
| Participant deferral / active EE | $7,625 | $5,118+49.0% | $4,709+61.9% | $6,730+13.3% |
| Admin fee / account holder | $2,185 | $7,736-71.8% | $7,244-69.8% | $14,365-84.8% |