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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 | $349,920 | $58,848+494.6% | $88,179+296.8% | $82,637+323.4% |
| Participation rate | 6.9% | 57.9%-51.0pp | 69.1%-62.2pp | 68.1%-61.2pp |
| Annual return | 16.52% | 22.76%-6.2pp | 64.97%-48.4pp | 53.51%-37.0pp |
| Employer contribution / active EE | $463 | $1,678-72.4% | $2,549-81.9% | $2,552-81.9% |
| Participant deferral / active EE | $1,288 | $3,124-58.8% | $4,614-72.1% | $4,126-68.8% |
| Admin fee / account holder | $2,857 | $4,795-40.4% | $7,673-62.8% | $7,339-61.1% |