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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 | $403,168 | $96,731+316.8% | $123,973+225.2% | $86,983+363.5% |
| Participation rate | 37.5% | 70.0%-32.5pp | 76.7%-39.2pp | 69.5%-32.0pp |
| Annual return | 14.25% | 17.33%-3.1pp | 388.13%-373.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $906 | $3,297-72.5% | $4,126-78.0% | $2,584-64.9% |
| Participant deferral / active EE | $4,960 | $4,152+19.5% | $5,247-5.5% | $4,194+18.3% |
| Admin fee / account holder | $921 | $8,722-89.4% | $11,799-92.2% | $7,856-88.3% |