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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 | $273,352 | $123,412+121.5% | $69,460+293.5% | $145,978+87.3% |
| Participation rate | 38.5% | 69.2%-30.8pp | 66.4%-28.0pp | 80.3%-41.8pp |
| Annual return | 25.54% | 191.25%-165.7pp | 100.80%-75.3pp | 550.52%-525.0pp |
| Employer contribution / active EE | $593 | $2,684-77.9% | $1,714-65.4% | $4,662-87.3% |
| Participant deferral / active EE | $5,019 | $4,240+18.4% | $2,890+73.7% | $6,690-25.0% |
| Admin fee / account holder | $833 | $7,816-89.3% | $4,695-82.3% | $13,400-93.8% |