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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 | $465,005 | $108,285+329.4% | $77,552+499.6% | $158,982+192.5% |
| Participation rate | 21.4% | 64.4%-43.0pp | 54.2%-32.8pp | 82.0%-60.5pp |
| Annual return | 10.35% | 31.69%-21.3pp | 54.82%-44.5pp | 302.99%-292.6pp |
| Employer contribution / active EE | $310 | $1,325-76.6% | $987-68.6% | $4,763-93.5% |
| Participant deferral / active EE | $3,843 | $2,455+56.5% | $1,861+106.5% | $5,983-35.8% |
| Admin fee / account holder | $3,129 | $3,709-15.6% | $2,859+9.5% | $11,252-72.2% |