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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 | $292,389 | $58,099+403.3% | $76,872+280.4% | $75,173+289.0% |
| Participation rate | 19.5% | 63.9%-44.4pp | 69.6%-50.1pp | 67.2%-47.7pp |
| Annual return | 18.43% | 26.71%-8.3pp | 37.90%-19.5pp | 160.72%-142.3pp |
| Employer contribution / active EE | $725 | $1,996-63.7% | $2,533-71.4% | $2,671-72.9% |
| Participant deferral / active EE | $3,505 | $2,999+16.9% | $3,832-8.5% | $4,126-15.0% |
| Admin fee / account holder | $212,841 | $4,778+4354.8% | $5,476+3786.7% | $5,651+3666.7% |