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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 | $337,389 | $127,790+164.0% | $106,555+216.6% | $167,536+101.4% |
| Participation rate | 28.6% | 78.3%-49.7pp | 76.1%-47.6pp | 82.1%-53.5pp |
| Annual return | 12.07% | 33.88%-21.8pp | 26.80%-14.7pp | 478.82%-466.7pp |
| Employer contribution / active EE | $566 | $3,428-83.5% | $2,819-79.9% | $4,839-88.3% |
| Participant deferral / active EE | $4,843 | $5,088-4.8% | $4,399+10.1% | $6,342-23.6% |
| Admin fee / account holder | $3,087 | $11,229-72.5% | $7,408-58.3% | $12,315-74.9% |