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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 | $108,882+171.5% | $96,754+205.5% | $154,746+91.0% |
| Participation rate | 40.0% | 75.1%-35.1pp | 70.3%-30.3pp | 80.7%-40.7pp |
| Annual return | 17.67% | 98.39%-80.7pp | 82.04%-64.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $982 | $3,018-67.5% | $2,679-63.4% | $4,379-77.6% |
| Participant deferral / active EE | $12,413 | $5,323+133.2% | $4,758+160.9% | $6,730+84.4% |
| Admin fee / account holder | $4,361 | $10,200-57.2% | $8,905-51.0% | $14,365-69.6% |