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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 | $269,170 | $102,422+162.8% | $147,117+83.0% | $80,959+232.5% |
| Participation rate | 22.0% | 75.9%-53.9pp | 82.2%-60.2pp | 67.7%-45.7pp |
| Annual return | 30.34% | 135.16%-104.8pp | 420.54%-390.2pp | 35.67%-5.3pp |
| Employer contribution / active EE | $4,328 | $3,717+16.4% | $4,932-12.2% | $2,757+57.0% |
| Participant deferral / active EE | $11,271 | $6,652+69.4% | $8,065+39.8% | $4,300+162.1% |
| Admin fee / account holder | $13,227 | $7,953+66.3% | $12,993+1.8% | $6,925+91.0% |