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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 | $299,392 | $211,288+41.7% | $178,540+67.7% | $145,884+105.2% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 15.46% | 30.27%-14.8pp | 27.15%-11.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,938 | $4,574-57.6% | $3,953-51.0% | $4,662-58.4% |
| Participant deferral / active EE | $3,100 | $6,967-55.5% | $6,281-50.6% | $6,690-53.7% |
| Admin fee / account holder | $1,998 | $12,105-83.5% | $10,424-80.8% | $13,392-85.1% |