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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 | $286,450 | $111,535+156.8% | $105,223+172.2% | $137,256+108.7% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 15.73% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $886 | $3,939-77.5% | $3,689-76.0% | $4,156-78.7% |
| Participant deferral / active EE | $3,394 | $5,500-38.3% | $5,072-33.1% | $6,407-47.0% |
| Admin fee / account holder | $1,653 | $9,721-83.0% | $8,859-81.3% | $12,270-86.5% |