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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 | $257,626 | $102,385+151.6% | $147,080+75.2% | $80,935+218.3% |
| Participation rate | 57.5% | 75.9%-18.4pp | 82.2%-24.7pp | 67.7%-10.2pp |
| Annual return | 12.54% | 135.09%-122.6pp | 420.17%-407.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,679 | $3,717-54.8% | $4,933-66.0% | $2,757-39.1% |
| Participant deferral / active EE | $5,303 | $6,651-20.3% | $8,066-34.3% | $4,299+23.3% |
| Admin fee / account holder | $2,573 | $7,951-67.6% | $12,989-80.2% | $6,924-62.8% |