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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 | $385,961 | $157,296+145.4% | $141,191+173.4% | $152,897+152.4% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.5%-65.8pp |
| Annual return | 15.75% | 64.34%-48.6pp | 71.41%-55.7pp | 345.43%-329.7pp |
| Employer contribution / active EE | $3,220 | $5,262-38.8% | $4,736-32.0% | $4,764-32.4% |
| Participant deferral / active EE | $11,759 | $7,111+65.4% | $6,710+75.2% | $5,851+101.0% |
| Admin fee / account holder | $7,570 | $12,125-37.6% | $10,264-26.2% | $11,599-34.7% |