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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 | $277,325 | $107,341+158.4% | $92,897+198.5% | $152,870+81.4% |
| Participation rate | 9.1% | 79.8%-70.7pp | 76.0%-66.9pp | 82.4%-73.4pp |
| Annual return | 12.76% | 145.59%-132.8pp | 109.42%-96.7pp | 345.34%-332.6pp |
| Employer contribution / active EE | $1,018 | $4,221-75.9% | $3,653-72.1% | $4,763-78.6% |
| Participant deferral / active EE | $2,273 | $4,847-53.1% | $4,238-46.4% | $5,850-61.2% |
| Admin fee / account holder | $9,196 | $7,080+29.9% | $5,794+58.7% | $11,597-20.7% |