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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 | $366,790 | $115,796+216.8% | $101,264+262.2% | $158,950+130.8% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 21.86% | 56.15%-34.3pp | 46.48%-24.6pp | 302.91%-281.0pp |
| Employer contribution / active EE | $1,227 | $4,175-70.6% | $3,660-66.5% | $4,762-74.2% |
| Participant deferral / active EE | $7,800 | $4,958+57.3% | $4,370+78.5% | $5,983+30.4% |
| Admin fee / account holder | $462 | $7,247-93.6% | $5,947-92.2% | $11,248-95.9% |