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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 | $293,849 | $102,385+187.0% | $147,080+99.8% | $80,935+263.1% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 18.63% | 135.09%-116.5pp | 420.17%-401.5pp | 35.66%-17.0pp |
| Employer contribution / active EE | $1,698 | $3,717-54.3% | $4,933-65.6% | $2,757-38.4% |
| Participant deferral / active EE | $4,828 | $6,651-27.4% | $8,066-40.2% | $4,299+12.3% |
| Admin fee / account holder | $1,221 | $7,951-84.6% | $12,989-90.6% | $6,924-82.4% |