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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 | $256,334 | $112,915+127.0% | $90,965+181.8% | $158,950+61.3% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 15.95% | 215.75%-199.8pp | 134.57%-118.6pp | 302.91%-287.0pp |
| Employer contribution / active EE | $624 | $2,894-78.4% | $2,122-70.6% | $4,762-86.9% |
| Participant deferral / active EE | $8,667 | $4,128+109.9% | $3,373+156.9% | $5,983+44.9% |
| Admin fee / account holder | $2,000 | $8,044-75.1% | $5,960-66.4% | $11,248-82.2% |