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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 | $67,823+487.5% | $52,425+660.1% | $137,256+190.3% |
| Participation rate | 25.0% | 63.9%-38.9pp | 55.6%-30.6pp | 80.0%-55.0pp |
| Annual return | 21.40% | 219.11%-197.7pp | 302.12%-280.7pp | 220.34%-198.9pp |
| Employer contribution / active EE | $347 | $1,163-70.2% | $914-62.1% | $4,156-91.7% |
| Participant deferral / active EE | $2,812 | $2,288+22.9% | $1,790+57.1% | $6,407-56.1% |
| Admin fee / account holder | $1,369 | $2,844-51.9% | $2,495-45.1% | $12,270-88.8% |