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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 | $266,561 | $69,248+284.9% | $64,101+315.8% | $139,466+91.1% |
| Participation rate | 46.2% | 75.6%-29.4pp | 72.3%-26.2pp | 80.3%-34.2pp |
| Annual return | 16.35% | 45.95%-29.6pp | 33.72%-17.4pp | 373.66%-357.3pp |
| Employer contribution / active EE | $1,358 | $3,185-57.4% | $2,749-50.6% | $4,754-71.4% |
| Participant deferral / active EE | $3,850 | $4,682-17.8% | $3,881-0.8% | $6,712-42.6% |
| Admin fee / account holder | $1,195 | $4,247-71.9% | $3,070-61.1% | $11,409-89.5% |