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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 | $298,862 | $182,442+63.8% | $163,379+82.9% | $138,895+115.2% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 18.28% | 72.74%-54.5pp | 63.41%-45.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,202 | $4,159-71.1% | $3,752-68.0% | $4,194-71.4% |
| Participant deferral / active EE | $3,871 | $6,817-43.2% | $6,282-38.4% | $6,396-39.5% |
| Admin fee / account holder | $41,338 | $10,396+297.6% | $9,818+321.0% | $12,562+229.1% |