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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 | $380,317 | $124,351+205.8% | $109,188+248.3% | $167,553+127.0% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 20.89% | 26.04%-5.2pp | 25.76%-4.9pp | 478.89%-458.0pp |
| Employer contribution / active EE | $945 | $4,210-77.5% | $3,723-74.6% | $4,840-80.5% |
| Participant deferral / active EE | $1,835 | $5,257-65.1% | $4,654-60.6% | $6,343-71.1% |
| Admin fee / account holder | $2,857 | $7,975-64.2% | $6,755-57.7% | $12,316-76.8% |