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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 | $398,484 | $94,439+321.9% | $73,658+441.0% | $154,746+157.5% |
| Participation rate | 25.0% | 64.7%-39.7pp | 57.0%-32.0pp | 80.7%-55.7pp |
| Annual return | 21.40% | 28.25%-6.9pp | 29.72%-8.3pp | 172.34%-150.9pp |
| Employer contribution / active EE | $347 | $1,257-72.4% | $1,032-66.4% | $4,379-92.1% |
| Participant deferral / active EE | $2,812 | $2,527+11.3% | $2,062+36.4% | $6,730-58.2% |
| Admin fee / account holder | $1,369 | $3,843-64.4% | $3,357-59.2% | $14,365-90.5% |