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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 | $287,874 | $110,337+160.9% | $102,383+181.2% | $145,877+97.3% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 18.54% | 24.83%-6.3pp | 24.94%-6.4pp | 551.28%-532.7pp |
| Employer contribution / active EE | $1,041 | $4,216-75.3% | $3,870-73.1% | $4,663-77.7% |
| Participant deferral / active EE | $3,263 | $5,621-41.9% | $5,060-35.5% | $6,691-51.2% |
| Admin fee / account holder | $850 | $9,750-91.3% | $8,391-89.9% | $13,402-93.7% |