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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 | $313,585 | $82,133+281.8% | $147,318+112.9% | $64,097+389.2% |
| Participation rate | 17.8% | 62.3%-44.5pp | 82.1%-64.3pp | 55.2%-37.4pp |
| Annual return | 14.22% | 78.78%-64.6pp | 70.43%-56.2pp | 34.64%-20.4pp |
| Employer contribution / active EE | $1,002 | $2,872-65.1% | $4,593-78.2% | $1,891-47.0% |
| Participant deferral / active EE | $2,432 | $5,407-55.0% | $7,906-69.2% | $3,080-21.1% |
| Admin fee / account holder | $6,641 | $3,730+78.0% | $13,708-51.6% | $3,454+92.2% |