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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 | $285,280 | $117,859+142.1% | $102,438+178.5% | $145,959+95.5% |
| Participation rate | 30.8% | 78.6%-47.8pp | 76.5%-45.7pp | 80.3%-49.5pp |
| Annual return | 14.26% | 31.72%-17.5pp | 29.37%-15.1pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,596 | $3,615-55.9% | $3,024-47.2% | $4,661-65.8% |
| Participant deferral / active EE | $3,029 | $5,732-47.2% | $5,054-40.1% | $6,689-54.7% |
| Admin fee / account holder | $11,760 | $13,318-11.7% | $9,448+24.5% | $13,398-12.2% |