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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 | $286,424 | $117,895+142.9% | $102,460+179.5% | $145,897+96.3% |
| Participation rate | 28.6% | 78.6%-50.1pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 16.72% | 31.92%-15.2pp | 29.47%-12.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $1,145 | $3,619-68.4% | $3,025-62.1% | $4,663-75.4% |
| Participant deferral / active EE | $3,218 | $5,736-43.9% | $5,056-36.4% | $6,689-51.9% |
| Admin fee / account holder | $3,260 | $13,353-75.6% | $9,460-65.5% | $13,390-75.7% |