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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 | $252,174 | $99,032+154.6% | $80,022+215.1% | $135,379+86.3% |
| Participation rate | 31.6% | 78.4%-46.8pp | 75.8%-44.3pp | 82.6%-51.1pp |
| Annual return | 8.11% | 15.39%-7.3pp | 11.22%-3.1pp | 519.79%-511.7pp |
| Employer contribution / active EE | $914 | $3,043-70.0% | $2,468-62.9% | $4,779-80.9% |
| Participant deferral / active EE | $2,175 | $4,282-49.2% | $3,686-41.0% | $5,609-61.2% |
| Admin fee / account holder | $13,127 | $10,436+25.8% | $6,521+101.3% | $10,828+21.2% |