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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 | $254,130 | $100,139+153.8% | $85,187+198.3% | $145,884+74.2% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.9pp | 80.3%-63.6pp |
| Annual return | 18.01% | 84.15%-66.1pp | 66.67%-48.7pp | 551.85%-533.8pp |
| Employer contribution / active EE | $774 | $3,238-76.1% | $2,732-71.7% | $4,662-83.4% |
| Participant deferral / active EE | $3,833 | $5,296-27.6% | $4,525-15.3% | $6,690-42.7% |
| Admin fee / account holder | $1,338 | $7,262-81.6% | $6,162-78.3% | $13,392-90.0% |