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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 | $291,791 | $102,382+185.0% | $147,005+98.5% | $80,874+260.8% |
| Participation rate | 32.4% | 75.8%-43.4pp | 82.2%-49.7pp | 67.6%-35.2pp |
| Annual return | 18.72% | 134.89%-116.2pp | 418.76%-400.0pp | 35.62%-16.9pp |
| Employer contribution / active EE | $1,668 | $3,715-55.1% | $4,934-66.2% | $2,756-39.5% |
| Participant deferral / active EE | $4,886 | $6,646-26.5% | $8,070-39.5% | $4,297+13.7% |
| Admin fee / account holder | $4,705 | $7,942-40.8% | $13,006-63.8% | $6,935-32.2% |