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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 | $274,138 | $755,339-63.7% | $379,746-27.8% | $158,982+72.4% |
| Participation rate | 60.9% | 81.8%-20.9pp | 78.4%-17.6pp | 82.0%-21.1pp |
| Annual return | 13.85% | 53.41%-39.6pp | 34.90%-21.1pp | 302.99%-289.1pp |
| Employer contribution / active EE | $4,079 | $4,685-12.9% | $3,540+15.2% | $4,763-14.3% |
| Participant deferral / active EE | $4,594 | $7,938-42.1% | $6,024-23.7% | $5,983-23.2% |
| Admin fee / account holder | $4,799 | $14,482-66.9% | $7,927-39.5% | $11,252-57.3% |