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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 | $169,237+65.5% | $129,339+116.6% | $145,978+91.9% |
| Participation rate | 27.8% | 76.5%-48.7pp | 69.6%-41.9pp | 80.3%-52.5pp |
| Annual return | 13.97% | 14364.43%-14350.5pp | 9437.05%-9423.1pp | 550.52%-536.5pp |
| Employer contribution / active EE | $573 | $5,540-89.7% | $4,154-86.2% | $4,662-87.7% |
| Participant deferral / active EE | $1,559 | $4,991-68.8% | $4,170-62.6% | $6,690-76.7% |
| Admin fee / account holder | $5,022 | $9,882-49.2% | $7,668-34.5% | $13,400-62.5% |