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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 | $277,995 | $150,207+85.1% | $120,380+130.9% | $145,978+90.4% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 20.96% | 154.28%-133.3pp | 107.28%-86.3pp | 550.52%-529.6pp |
| Employer contribution / active EE | $1,411 | $4,351-67.6% | $3,465-59.3% | $4,662-69.7% |
| Participant deferral / active EE | $4,452 | $6,175-27.9% | $4,992-10.8% | $6,690-33.5% |
| Admin fee / account holder | $1,188 | $12,203-90.3% | $9,421-87.4% | $13,400-91.1% |