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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 | $272,015 | $111,535+143.9% | $105,223+158.5% | $137,256+98.2% |
| Participation rate | 21.7% | 78.1%-56.4pp | 75.0%-53.3pp | 80.0%-58.2pp |
| Annual return | 17.06% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,266 | $3,939-42.5% | $3,689-38.6% | $4,156-45.5% |
| Participant deferral / active EE | $2,266 | $5,500-58.8% | $5,072-55.3% | $6,407-64.6% |
| Admin fee / account holder | $1,857 | $9,721-80.9% | $8,859-79.0% | $12,270-84.9% |