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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 | $286,732 | $162,967+75.9% | $135,792+111.2% | $138,895+106.4% |
| Participation rate | 55.6% | 78.3%-22.8pp | 72.6%-17.0pp | 79.9%-24.4pp |
| Annual return | 19.59% | 30.08%-10.5pp | 25.96%-6.4pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,417 | $4,211-66.4% | $3,496-59.5% | $4,194-66.2% |
| Participant deferral / active EE | $3,056 | $5,640-45.8% | $4,759-35.8% | $6,396-52.2% |
| Admin fee / account holder | $2,283 | $15,306-85.1% | $12,266-81.4% | $12,562-81.8% |