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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 | $397,665 | $51,631+670.2% | $129,397+207.3% | $80,925+391.4% |
| Participation rate | 34.0% | 56.9%-22.9pp | 69.6%-35.6pp | 67.7%-33.6pp |
| Annual return | 14.44% | 20.77%-6.3pp | 9453.98%-9439.5pp | 35.65%-21.2pp |
| Employer contribution / active EE | $323 | $1,583-79.6% | $4,154-92.2% | $2,756-88.3% |
| Participant deferral / active EE | $3,200 | $2,670+19.8% | $4,167-23.2% | $4,299-25.6% |
| Admin fee / account holder | $8,732 | $4,309+102.6% | $7,679+13.7% | $6,940+25.8% |