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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 | $251,931 | $211,105+19.3% | $178,449+41.2% | $145,978+72.6% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 15.75% | 30.19%-14.4pp | 27.09%-11.3pp | 550.52%-534.8pp |
| Employer contribution / active EE | $890 | $4,569-80.5% | $3,951-77.5% | $4,662-80.9% |
| Participant deferral / active EE | $3,300 | $6,959-52.6% | $6,277-47.4% | $6,690-50.7% |
| Admin fee / account holder | $4,917 | $12,017-59.1% | $10,362-52.6% | $13,400-63.3% |