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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 | $305,138 | $114,013+167.6% | $103,693+194.3% | $155,188+96.6% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 80.8%-55.8pp |
| Annual return | 8.05% | 49.31%-41.3pp | 47.61%-39.6pp | 148.84%-140.8pp |
| Employer contribution / active EE | $672 | $3,131-78.5% | $2,920-77.0% | $4,248-84.2% |
| Participant deferral / active EE | $6,477 | $4,970+30.3% | $4,579+41.4% | $6,531-0.8% |
| Admin fee / account holder | $1,063 | $8,407-87.4% | $7,858-86.5% | $14,480-92.7% |