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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 | $434,571 | $100,139+334.0% | $85,187+410.1% | $145,884+197.9% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 10.09% | 84.15%-74.1pp | 66.67%-56.6pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,129 | $3,238-65.1% | $2,732-58.7% | $4,662-75.8% |
| Participant deferral / active EE | $2,457 | $5,296-53.6% | $4,525-45.7% | $6,690-63.3% |
| Admin fee / account holder | $6,893 | $7,262-5.1% | $6,162+11.9% | $13,392-48.5% |