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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 | $359,592 | $110,410+225.7% | $102,437+251.0% | $145,897+146.5% |
| Participation rate | 39.1% | 77.9%-38.8pp | 74.5%-35.4pp | 80.3%-41.2pp |
| Annual return | 29.73% | 24.85%+4.9pp | 24.95%+4.8pp | 552.29%-522.6pp |
| Employer contribution / active EE | $1,477 | $4,217-65.0% | $3,871-61.8% | $4,663-68.3% |
| Participant deferral / active EE | $4,764 | $5,622-15.2% | $5,060-5.8% | $6,689-28.8% |
| Admin fee / account holder | $13,875 | $9,745+42.4% | $8,388+65.4% | $13,390+3.6% |