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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 | $257,844 | $114,013+126.2% | $103,693+148.7% | $155,188+66.1% |
| Participation rate | 4.5% | 75.2%-70.7pp | 72.6%-68.1pp | 80.8%-76.3pp |
| Annual return | 13.96% | 49.31%-35.3pp | 47.61%-33.6pp | 148.84%-134.9pp |
| Employer contribution / active EE | $363 | $3,131-88.4% | $2,920-87.6% | $4,248-91.5% |
| Participant deferral / active EE | $1,098 | $4,970-77.9% | $4,579-76.0% | $6,531-83.2% |
| Admin fee / account holder | $2,626 | $8,407-68.8% | $7,858-66.6% | $14,480-81.9% |