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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 | $320,000 | $106,247+201.2% | $96,515+231.6% | $139,466+129.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 19.89% | 38.47%-18.6pp | 35.73%-15.8pp | 373.66%-353.8pp |
| Employer contribution / active EE | $985 | $4,106-76.0% | $3,740-73.7% | $4,754-79.3% |
| Participant deferral / active EE | $13,000 | $5,456+138.3% | $4,880+166.4% | $6,712+93.7% |
| Admin fee / account holder | $3,360 | $7,885-57.4% | $6,735-50.1% | $11,409-70.6% |