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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 | $373,480 | $81,276+359.5% | $155,574+140.1% | $80,925+361.5% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 14.03% | 33.36%-19.3pp | 64.87%-50.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $771 | $3,103-75.2% | $4,676-83.5% | $2,756-72.0% |
| Participant deferral / active EE | $2,937 | $3,453-14.9% | $5,629-47.8% | $4,299-31.7% |
| Admin fee / account holder | $529 | $7,993-93.4% | $15,914-96.7% | $6,940-92.4% |