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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 | $308,330 | $110,248+179.7% | $95,728+222.1% | $139,456+121.1% |
| Participation rate | 17.6% | 75.7%-58.1pp | 72.3%-54.6pp | 80.3%-62.7pp |
| Annual return | 10.69% | 27.16%-16.5pp | 28.40%-17.7pp | 373.45%-362.8pp |
| Employer contribution / active EE | $659 | $3,258-79.8% | $2,835-76.7% | $4,753-86.1% |
| Participant deferral / active EE | $3,529 | $4,675-24.5% | $4,245-16.9% | $6,711-47.4% |
| Admin fee / account holder | $2,033 | $6,607-69.2% | $5,673-64.2% | $11,407-82.2% |