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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 | $336,682 | $58,726+473.3% | $142,898+135.6% | $85,847+292.2% |
| Participation rate | 28.6% | 58.5%-29.9pp | 72.0%-43.4pp | 69.3%-40.7pp |
| Annual return | 16.61% | 27.73%-11.1pp | 5639.64%-5623.0pp | 318.61%-302.0pp |
| Employer contribution / active EE | $1,293 | $1,424-9.2% | $4,146-68.8% | $2,565-49.6% |
| Participant deferral / active EE | $2,612 | $2,609+0.1% | $3,838-32.0% | $3,952-33.9% |
| Admin fee / account holder | $7,294 | $4,234+72.3% | $6,560+11.2% | $6,261+16.5% |