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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 | $280,839 | $102,393+174.3% | $147,041+91.0% | $80,911+247.1% |
| Participation rate | 49.4% | 75.9%-26.5pp | 82.2%-32.8pp | 67.6%-18.3pp |
| Annual return | 17.79% | 134.95%-117.2pp | 419.21%-401.4pp | 35.63%-17.8pp |
| Employer contribution / active EE | $3,503 | $3,715-5.7% | $4,935-29.0% | $2,756+27.1% |
| Participant deferral / active EE | $10,157 | $6,647+52.8% | $8,071+25.8% | $4,297+136.4% |
| Admin fee / account holder | $7,549 | $7,943-5.0% | $13,006-42.0% | $6,935+8.9% |