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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 | $269,427 | $100,139+169.1% | $85,187+216.3% | $145,884+84.7% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 14.54% | 84.15%-69.6pp | 66.67%-52.1pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,242 | $3,238-61.6% | $2,732-54.5% | $4,662-73.4% |
| Participant deferral / active EE | $2,874 | $5,296-45.7% | $4,525-36.5% | $6,690-57.0% |
| Admin fee / account holder | $10,741 | $7,262+47.9% | $6,162+74.3% | $13,392-19.8% |