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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 | $280,135 | $169,356+65.4% | $129,406+116.5% | $145,897+92.0% |
| Participation rate | 27.8% | 76.5%-48.7pp | 69.6%-41.9pp | 80.3%-52.5pp |
| Annual return | 13.97% | 14418.62%-14404.6pp | 9468.18%-9454.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $573 | $5,542-89.7% | $4,155-86.2% | $4,663-87.7% |
| Participant deferral / active EE | $1,559 | $4,987-68.7% | $4,167-62.6% | $6,689-76.7% |
| Admin fee / account holder | $5,022 | $9,915-49.3% | $7,689-34.7% | $13,390-62.5% |