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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 | $297,525 | $177,595+67.5% | $148,496+100.4% | $198,609+49.8% |
| Participation rate | 33.3% | 79.3%-45.9pp | 76.0%-42.7pp | 82.4%-49.0pp |
| Annual return | 29.93% | 9.97%+20.0pp | 12.33%+17.6pp | 202.70%-172.8pp |
| Employer contribution / active EE | $1,421 | $4,098-65.3% | $3,497-59.4% | $5,055-71.9% |
| Participant deferral / active EE | $5,807 | $5,539+4.8% | $4,808+20.8% | $6,977-16.8% |
| Admin fee / account holder | $2,311 | $27,010-91.4% | $19,547-88.2% | $19,030-87.9% |