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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 | $99,380+393.2% | $90,312+442.7% | $155,188+215.9% |
| Participation rate | 20.0% | 77.3%-57.3pp | 72.9%-52.9pp | 80.8%-60.8pp |
| Annual return | 14.31% | 19.35%-5.0pp | 18.90%-4.6pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,200 | $2,390-49.8% | $2,243-46.5% | $4,248-71.7% |
| Participant deferral / active EE | $3,500 | $4,212-16.9% | $3,749-6.6% | $6,531-46.4% |
| Admin fee / account holder | $5,119 | $9,766-47.6% | $8,248-37.9% | $14,480-64.6% |