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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 | $320,051 | $110,379+190.0% | $102,412+212.5% | $145,884+119.4% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-18.9pp | 80.3%-24.7pp |
| Annual return | 13.75% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,469 | $4,216-65.1% | $3,870-62.0% | $4,662-68.5% |
| Participant deferral / active EE | $8,521 | $5,622+51.6% | $5,060+68.4% | $6,690+27.4% |
| Admin fee / account holder | $2,739 | $9,745-71.9% | $8,388-67.3% | $13,392-79.6% |