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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 | $273,265 | $51,638+429.2% | $68,368+299.7% | $82,448+231.4% |
| Participation rate | 35.4% | 63.6%-28.2pp | 73.8%-38.4pp | 68.1%-32.7pp |
| Annual return | 15.62% | 37.53%-21.9pp | 292.57%-277.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $952 | $2,047-53.5% | $2,649-64.0% | $2,551-62.7% |
| Participant deferral / active EE | $1,769 | $2,914-39.3% | $4,123-57.1% | $4,139-57.3% |
| Admin fee / account holder | $7,807 | $4,643+68.1% | $5,150+51.6% | $7,234+7.9% |