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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 | $304,485 | $123,854+145.8% | $69,623+337.3% | $145,884+108.7% |
| Participation rate | 33.3% | 69.2%-35.9pp | 66.4%-33.1pp | 80.3%-47.0pp |
| Annual return | 14.26% | 192.35%-178.1pp | 101.23%-87.0pp | 551.85%-537.6pp |
| Employer contribution / active EE | $940 | $2,673-64.8% | $1,709-45.0% | $4,662-79.8% |
| Participant deferral / active EE | $1,853 | $4,242-56.3% | $2,890-35.9% | $6,690-72.3% |
| Admin fee / account holder | $1,024 | $7,822-86.9% | $4,696-78.2% | $13,392-92.4% |