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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 | $349,662 | $98,776+254.0% | $149,745+133.5% | $79,856+337.9% |
| Participation rate | 44.0% | 75.8%-31.8pp | 82.5%-38.5pp | 69.6%-25.6pp |
| Annual return | 14.47% | 27.38%-12.9pp | 276.72%-262.3pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,431 | $3,217-55.5% | $4,646-69.2% | $2,471-42.1% |
| Participant deferral / active EE | $3,055 | $5,681-46.2% | $6,843-55.4% | $3,741-18.3% |
| Admin fee / account holder | $5,708 | $6,053-5.7% | $9,312-38.7% | $5,306+7.6% |