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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 | $313,437 | $85,024+268.6% | $70,544+344.3% | $139,466+124.7% |
| Participation rate | 25.0% | 73.9%-48.9pp | 68.4%-43.4pp | 80.3%-55.3pp |
| Annual return | 14.95% | 30.39%-15.4pp | 32.79%-17.8pp | 373.66%-358.7pp |
| Employer contribution / active EE | $1,625 | $3,912-58.5% | $2,976-45.4% | $4,754-65.8% |
| Participant deferral / active EE | $1,625 | $5,891-72.4% | $4,568-64.4% | $6,712-75.8% |
| Admin fee / account holder | $72,209 | $8,928+708.8% | $6,427+1023.5% | $11,409+532.9% |