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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 | $311,026 | $148,629+109.3% | $135,982+128.7% | $139,487+123.0% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 16.02% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.8pp |
| Employer contribution / active EE | $1,576 | $5,247-70.0% | $4,859-67.6% | $4,755-66.8% |
| Participant deferral / active EE | $4,000 | $8,102-50.6% | $7,760-48.4% | $6,713-40.4% |
| Admin fee / account holder | $3,499 | $12,406-71.8% | $10,767-67.5% | $11,407-69.3% |