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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 | $358,014 | $99,053+261.4% | $88,179+306.0% | $138,895+157.8% |
| Participation rate | 23.8% | 74.2%-50.4pp | 69.1%-45.3pp | 79.9%-56.1pp |
| Annual return | 16.33% | 78.17%-61.8pp | 64.97%-48.6pp | 145.39%-129.1pp |
| Employer contribution / active EE | $739 | $2,882-74.3% | $2,549-71.0% | $4,194-82.4% |
| Participant deferral / active EE | $1,481 | $5,225-71.7% | $4,614-67.9% | $6,396-76.9% |
| Admin fee / account holder | $2,620 | $8,748-70.0% | $7,673-65.8% | $12,562-79.1% |