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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 | $427,972 | $228,352+87.4% | $185,835+130.3% | $158,966+169.2% |
| Participation rate | 16.7% | 82.3%-65.6pp | 78.0%-61.4pp | 82.0%-65.3pp |
| Annual return | 11.66% | 40.81%-29.2pp | 35.96%-24.3pp | 302.95%-291.3pp |
| Employer contribution / active EE | $1,800 | $4,967-63.8% | $4,087-56.0% | $4,762-62.2% |
| Participant deferral / active EE | $2,500 | $6,416-61.0% | $5,633-55.6% | $5,983-58.2% |
| Admin fee / account holder | $3,243 | $11,867-72.7% | $9,502-65.9% | $11,250-71.2% |