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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 | $267,066 | $67,823+293.8% | $52,425+409.4% | $137,256+94.6% |
| Participation rate | 30.8% | 63.9%-33.1pp | 55.6%-24.9pp | 80.0%-49.2pp |
| Annual return | 15.97% | 219.11%-203.1pp | 302.12%-286.2pp | 220.34%-204.4pp |
| Employer contribution / active EE | $612 | $1,163-47.4% | $914-33.1% | $4,156-85.3% |
| Participant deferral / active EE | $5,985 | $2,288+161.6% | $1,790+234.3% | $6,407-6.6% |
| Admin fee / account holder | $3,799 | $2,844+33.6% | $2,495+52.3% | $12,270-69.0% |