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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 | $266,825 | $127,779+108.8% | $106,551+150.4% | $167,518+59.3% |
| Participation rate | 30.0% | 78.3%-48.3pp | 76.1%-46.1pp | 82.1%-52.1pp |
| Annual return | 13.63% | 33.87%-20.2pp | 26.80%-13.2pp | 478.71%-465.1pp |
| Employer contribution / active EE | $1,422 | $3,427-58.5% | $2,819-49.6% | $4,838-70.6% |
| Participant deferral / active EE | $5,428 | $5,088+6.7% | $4,398+23.4% | $6,342-14.4% |
| Admin fee / account holder | $6,441 | $11,228-42.6% | $7,408-13.0% | $12,312-47.7% |