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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 | $358,245 | $108,882+229.0% | $96,754+270.3% | $154,746+131.5% |
| Participation rate | 40.0% | 75.1%-35.1pp | 70.3%-30.3pp | 80.7%-40.7pp |
| Annual return | 11.04% | 98.39%-87.3pp | 82.04%-71.0pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,211 | $3,018-59.9% | $2,679-54.8% | $4,379-72.3% |
| Participant deferral / active EE | $1,573 | $5,323-70.4% | $4,758-66.9% | $6,730-76.6% |
| Admin fee / account holder | $5,164 | $10,200-49.4% | $8,905-42.0% | $14,365-64.1% |