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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 | $397,000 | $155,555+155.2% | $146,866+170.3% | $155,188+155.8% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 13.04% | 115.41%-102.4pp | 102.85%-89.8pp | 148.84%-135.8pp |
| Employer contribution / active EE | $900 | $4,647-80.6% | $4,425-79.7% | $4,248-78.8% |
| Participant deferral / active EE | $3,600 | $8,044-55.2% | $7,759-53.6% | $6,531-44.9% |
| Admin fee / account holder | $4,799 | $14,755-67.5% | $13,620-64.8% | $14,480-66.9% |