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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 | $268,791 | $108,212+148.4% | $77,513+246.8% | $158,966+69.1% |
| Participation rate | 10.5% | 64.4%-53.9pp | 54.2%-43.7pp | 82.0%-71.4pp |
| Annual return | 21.35% | 31.67%-10.3pp | 54.81%-33.5pp | 302.95%-281.6pp |
| Employer contribution / active EE | $418 | $1,325-68.5% | $987-57.7% | $4,762-91.2% |
| Participant deferral / active EE | $437 | $2,455-82.2% | $1,861-76.5% | $5,983-92.7% |
| Admin fee / account holder | $1,010 | $3,709-72.8% | $2,859-64.7% | $11,250-91.0% |