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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 | $291,072 | $102,429+184.2% | $147,096+97.9% | $80,925+259.7% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 12.16% | 135.02%-122.9pp | 419.75%-407.6pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,989 | $3,716-46.5% | $4,936-59.7% | $2,756-27.9% |
| Participant deferral / active EE | $5,730 | $6,649-13.8% | $8,071-29.0% | $4,299+33.3% |
| Admin fee / account holder | $1,525 | $7,957-80.8% | $13,005-88.3% | $6,940-78.0% |