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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 | $490,162 | $102,245+379.4% | $89,340+448.6% | $137,256+257.1% |
| Participation rate | 20.0% | 74.9%-54.9pp | 69.6%-49.6pp | 80.0%-60.0pp |
| Annual return | 14.31% | 21.89%-7.6pp | 20.57%-6.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,200 | $2,529-52.6% | $2,231-46.2% | $4,156-71.1% |
| Participant deferral / active EE | $3,500 | $4,436-21.1% | $3,823-8.4% | $6,407-45.4% |
| Admin fee / account holder | $5,119 | $8,085-36.7% | $6,704-23.6% | $12,270-58.3% |