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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 | $343,413 | $51,638+565.0% | $68,368+402.3% | $82,448+316.5% |
| Participation rate | 23.5% | 63.6%-40.1pp | 73.8%-50.2pp | 68.1%-44.5pp |
| Annual return | 15.30% | 37.53%-22.2pp | 292.57%-277.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $365 | $2,047-82.2% | $2,649-86.2% | $2,551-85.7% |
| Participant deferral / active EE | $1,650 | $2,914-43.4% | $4,123-60.0% | $4,139-60.1% |
| Admin fee / account holder | $10,072 | $4,643+116.9% | $5,150+95.6% | $7,234+39.2% |