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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 | $458,190 | $58,848+678.6% | $88,179+419.6% | $82,637+454.5% |
| Participation rate | 7.7% | 57.9%-50.2pp | 69.1%-61.4pp | 68.1%-60.4pp |
| Annual return | 17.04% | 22.76%-5.7pp | 64.97%-47.9pp | 53.51%-36.5pp |
| Employer contribution / active EE | $279 | $1,678-83.4% | $2,549-89.0% | $2,552-89.1% |
| Participant deferral / active EE | $2,096 | $3,124-32.9% | $4,614-54.6% | $4,126-49.2% |
| Admin fee / account holder | $4,111 | $4,795-14.3% | $7,673-46.4% | $7,339-44.0% |