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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 | $252,517 | $52,279+383.0% | $89,435+182.3% | $79,856+216.2% |
| Participation rate | 25.0% | 57.5%-32.5pp | 68.0%-43.0pp | 69.6%-44.6pp |
| Annual return | 20.36% | 22.16%-1.8pp | 245.55%-225.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $773 | $1,572-50.8% | $2,587-70.1% | $2,471-68.7% |
| Participant deferral / active EE | $4,478 | $2,740+63.4% | $3,890+15.1% | $3,741+19.7% |
| Admin fee / account holder | $1,553 | $3,356-53.7% | $4,884-68.2% | $5,306-70.7% |