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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 | $267,773 | $117,426+128.0% | $99,470+169.2% | $152,885+75.1% |
| Participation rate | 22.2% | 77.5%-55.3pp | 73.8%-51.6pp | 82.5%-60.2pp |
| Annual return | 26.28% | 31.87%-5.6pp | 30.72%-4.4pp | 345.39%-319.1pp |
| Employer contribution / active EE | $1,364 | $3,014-54.7% | $2,540-46.3% | $4,763-71.4% |
| Participant deferral / active EE | $2,124 | $4,086-48.0% | $3,619-41.3% | $5,851-63.7% |
| Admin fee / account holder | $2,360 | $7,634-69.1% | $6,252-62.3% | $11,598-79.7% |