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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 | $299,993 | $105,284+184.9% | $150,734+99.0% | $94,015+219.1% |
| Participation rate | 44.4% | 71.7%-27.3pp | 78.4%-34.0pp | 70.8%-26.4pp |
| Annual return | 17.93% | 15.67%+2.3pp | 600.81%-582.9pp | 17.84%+0.1pp |
| Employer contribution / active EE | $1,349 | $3,599-62.5% | $4,918-72.6% | $2,790-51.7% |
| Participant deferral / active EE | $3,304 | $4,274-22.7% | $5,610-41.1% | $4,249-22.3% |
| Admin fee / account holder | $1,769 | $9,839-82.0% | $14,905-88.1% | $8,951-80.2% |