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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 | $279,338 | $118,875+135.0% | $96,572+189.3% | $167,553+66.7% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.8%-44.8pp | 82.1%-57.1pp |
| Annual return | 19.54% | 50.50%-31.0pp | 37.79%-18.3pp | 478.89%-459.4pp |
| Employer contribution / active EE | $647 | $3,121-79.3% | $2,357-72.5% | $4,840-86.6% |
| Participant deferral / active EE | $3,499 | $4,617-24.2% | $3,850-9.1% | $6,343-44.8% |
| Admin fee / account holder | $3,890 | $8,070-51.8% | $6,183-37.1% | $12,316-68.4% |