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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 | $380,642 | $49,976+661.6% | $66,674+470.9% | $82,637+360.6% |
| Participation rate | 30.2% | 63.1%-32.9pp | 73.7%-43.4pp | 68.1%-37.8pp |
| Annual return | 13.64% | 39.09%-25.5pp | 321.24%-307.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $1,574 | $1,988-20.8% | $2,620-39.9% | $2,552-38.3% |
| Participant deferral / active EE | $3,449 | $2,847+21.2% | $4,084-15.6% | $4,126-16.4% |
| Admin fee / account holder | $3,278 | $4,594-28.6% | $5,098-35.7% | $7,339-55.3% |