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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 | $303,802 | $110,307+175.4% | $96,576+214.6% | $139,456+117.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 14.89% | 26.40%-11.5pp | 25.87%-11.0pp | 373.45%-358.6pp |
| Employer contribution / active EE | $990 | $3,619-72.7% | $2,965-66.6% | $4,753-79.2% |
| Participant deferral / active EE | $10,400 | $5,547+87.5% | $4,851+114.4% | $6,711+55.0% |
| Admin fee / account holder | $3,597 | $11,597-69.0% | $8,253-56.4% | $11,407-68.5% |