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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 | $281,325 | $123,155+128.4% | $108,753+158.7% | $155,188+81.3% |
| Participation rate | 38.5% | 75.6%-37.2pp | 71.1%-32.6pp | 80.8%-42.3pp |
| Annual return | 20.59% | 44.73%-24.1pp | 37.47%-16.9pp | 148.84%-128.3pp |
| Employer contribution / active EE | $726 | $2,811-74.2% | $2,427-70.1% | $4,248-82.9% |
| Participant deferral / active EE | $1,503 | $4,623-67.5% | $4,115-63.5% | $6,531-77.0% |
| Admin fee / account holder | $4,022 | $12,126-66.8% | $10,320-61.0% | $14,480-72.2% |