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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 | $375,024 | $85,169+340.3% | $172,755+117.1% | $72,983+413.9% |
| Participation rate | 51.7% | 70.1%-18.3pp | 82.6%-30.9pp | 69.5%-17.8pp |
| Annual return | 16.92% | 27.32%-10.4pp | 802.94%-786.0pp | 81.01%-64.1pp |
| Employer contribution / active EE | $1,188 | $3,324-64.3% | $5,144-76.9% | $2,440-51.3% |
| Participant deferral / active EE | $3,367 | $3,260+3.3% | $5,198-35.2% | $3,608-6.7% |
| Admin fee / account holder | $8,751 | $5,880+48.8% | $13,955-37.3% | $5,124+70.8% |