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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 | $258,479 | $99,053+161.0% | $88,179+193.1% | $138,895+86.1% |
| Participation rate | 23.5% | 74.2%-50.7pp | 69.1%-45.6pp | 79.9%-56.4pp |
| Annual return | 16.69% | 78.17%-61.5pp | 64.97%-48.3pp | 145.39%-128.7pp |
| Employer contribution / active EE | $931 | $2,882-67.7% | $2,549-63.5% | $4,194-77.8% |
| Participant deferral / active EE | $1,379 | $5,225-73.6% | $4,614-70.1% | $6,396-78.4% |
| Admin fee / account holder | $602 | $8,748-93.1% | $7,673-92.2% | $12,562-95.2% |