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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 | $93,345+331.9% | $119,126+238.4% | $87,485+360.8% |
| Participation rate | 37.5% | 68.7%-31.2pp | 75.8%-38.3pp | 68.9%-31.4pp |
| Annual return | 14.25% | 19.08%-4.8pp | 282.11%-267.9pp | 26.06%-11.8pp |
| Employer contribution / active EE | $906 | $3,172-71.4% | $4,034-77.5% | $2,596-65.1% |
| Participant deferral / active EE | $4,960 | $4,099+21.0% | $5,318-6.7% | $4,274+16.1% |
| Admin fee / account holder | $921 | $8,039-88.5% | $10,693-91.4% | $7,775-88.2% |