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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 | $300,039 | $129,476+131.7% | $93,515+220.8% | $158,982+88.7% |
| Participation rate | 33.3% | 71.0%-37.7pp | 66.8%-33.5pp | 82.0%-48.6pp |
| Annual return | 11.31% | 118.56%-107.3pp | 78.21%-66.9pp | 302.99%-291.7pp |
| Employer contribution / active EE | $1,144 | $2,717-57.9% | $2,077-44.9% | $4,763-76.0% |
| Participant deferral / active EE | $8,667 | $3,916+121.3% | $3,129+177.0% | $5,983+44.8% |
| Admin fee / account holder | $1,830 | $7,396-75.3% | $5,235-65.1% | $11,252-83.7% |