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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 | $276,356 | $106,008+160.7% | $92,240+199.6% | $147,586+87.3% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 13.86% | 50.05%-36.2pp | 176.29%-162.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $751 | $4,333-82.7% | $3,680-79.6% | $4,876-84.6% |
| Participant deferral / active EE | $4,179 | $4,478-6.7% | $3,897+7.2% | $5,439-23.2% |
| Admin fee / account holder | $1,695 | $6,333-73.2% | $5,194-67.4% | $10,886-84.4% |