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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 | $269,397 | $105,145+156.2% | $94,664+184.6% | $139,466+93.2% |
| Participation rate | 62.5% | 82.4%-19.9pp | 80.8%-18.3pp | 80.3%-17.8pp |
| Annual return | 12.49% | 38.09%-25.6pp | 156.84%-144.4pp | 373.66%-361.2pp |
| Employer contribution / active EE | $1,738 | $4,107-57.7% | $3,673-52.7% | $4,754-63.4% |
| Participant deferral / active EE | $2,451 | $7,599-67.7% | $7,417-67.0% | $6,712-63.5% |
| Admin fee / account holder | $7,571 | $8,972-15.6% | $7,222+4.8% | $11,409-33.6% |