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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 | $268,934 | $211,224+27.3% | $178,505+50.7% | $145,897+84.3% |
| Participation rate | 45.5% | 80.8%-35.4pp | 77.1%-31.7pp | 80.3%-34.9pp |
| Annual return | 15.90% | 30.28%-14.4pp | 27.16%-11.3pp | 552.29%-536.4pp |
| Employer contribution / active EE | $869 | $4,577-81.0% | $3,955-78.0% | $4,663-81.4% |
| Participant deferral / active EE | $2,014 | $6,966-71.1% | $6,280-67.9% | $6,689-69.9% |
| Admin fee / account holder | $6,935 | $12,109-42.7% | $10,428-33.5% | $13,390-48.2% |