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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 | $273,928 | $156,616+74.9% | $133,346+105.4% | $198,609+37.9% |
| Participation rate | 25.0% | 77.7%-52.7pp | 72.8%-47.8pp | 82.4%-57.4pp |
| Annual return | 17.34% | 44.25%-26.9pp | 36.85%-19.5pp | 202.70%-185.4pp |
| Employer contribution / active EE | $1,800 | $3,368-46.6% | $2,853-36.9% | $5,055-64.4% |
| Participant deferral / active EE | $3,000 | $4,920-39.0% | $4,332-30.8% | $6,977-57.0% |
| Admin fee / account holder | $3,496 | $17,468-80.0% | $14,264-75.5% | $19,030-81.6% |