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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 | $324,982 | $99,652+226.1% | $78,778+312.5% | $147,585+120.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 13.55% | 47.28%-33.7pp | 35.62%-22.1pp | 578.58%-565.0pp |
| Employer contribution / active EE | $491 | $2,796-82.4% | $1,986-75.3% | $4,876-89.9% |
| Participant deferral / active EE | $977 | $3,664-73.3% | $2,958-67.0% | $5,439-82.0% |
| Admin fee / account holder | $1,618 | $7,155-77.4% | $5,134-68.5% | $10,886-85.1% |