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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 | $317,327 | $93,346+239.9% | $71,796+342.0% | $273,972+15.8% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.1%-49.1pp | 83.0%-63.0pp |
| Annual return | 19.46% | 130.39%-110.9pp | 78.04%-58.6pp | 41.46%-22.0pp |
| Employer contribution / active EE | $832 | $2,733-69.6% | $1,924-56.8% | $4,869-82.9% |
| Participant deferral / active EE | $4,800 | $3,475+38.1% | $2,794+71.8% | $5,287-9.2% |
| Admin fee / account holder | $2,050 | $6,571-68.8% | $4,815-57.4% | $10,133-79.8% |