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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 | $354,380 | $157,304+125.3% | $141,197+151.0% | $152,909+131.8% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 16.54% | 64.34%-47.8pp | 71.41%-54.9pp | 345.46%-328.9pp |
| Employer contribution / active EE | $1,074 | $5,263-79.6% | $4,736-77.3% | $4,764-77.5% |
| Participant deferral / active EE | $6,881 | $7,111-3.2% | $6,710+2.5% | $5,851+17.6% |
| Admin fee / account holder | $4,438 | $12,126-63.4% | $10,265-56.8% | $11,601-61.7% |