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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 | $295,563 | $147,556+100.3% | $129,031+129.1% | $198,609+48.8% |
| Participation rate | 40.0% | 77.2%-37.2pp | 73.4%-33.4pp | 82.4%-42.4pp |
| Annual return | 17.67% | 37.41%-19.7pp | 34.67%-17.0pp | 202.70%-185.0pp |
| Employer contribution / active EE | $982 | $3,645-73.1% | $3,226-69.6% | $5,055-80.6% |
| Participant deferral / active EE | $12,413 | $5,760+115.5% | $5,217+137.9% | $6,977+77.9% |
| Admin fee / account holder | $4,361 | $15,467-71.8% | $13,208-67.0% | $19,030-77.1% |