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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 | $124,980+125.1% | $108,359+159.6% | $154,746+81.8% |
| Participation rate | 38.5% | 75.2%-36.7pp | 70.1%-31.7pp | 80.7%-42.2pp |
| Annual return | 20.59% | 45.00%-24.4pp | 36.89%-16.3pp | 172.34%-151.8pp |
| Employer contribution / active EE | $726 | $2,851-74.5% | $2,399-69.8% | $4,379-83.4% |
| Participant deferral / active EE | $1,503 | $4,743-68.3% | $4,137-63.7% | $6,730-77.7% |
| Admin fee / account holder | $4,022 | $11,502-65.0% | $9,741-58.7% | $14,365-72.0% |