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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 | $279,924 | $116,203+140.9% | $93,621+199.0% | $152,897+83.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.8%-15.8pp | 82.5%-22.5pp |
| Annual return | 20.74% | 35.96%-15.2pp | 32.76%-12.0pp | 345.43%-324.7pp |
| Employer contribution / active EE | $1,567 | $3,219-51.3% | $2,719-42.4% | $4,764-67.1% |
| Participant deferral / active EE | $2,278 | $4,605-50.5% | $4,070-44.0% | $5,851-61.1% |
| Admin fee / account holder | $1,167 | $10,751-89.1% | $7,890-85.2% | $11,599-89.9% |