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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 | $306,452 | $149,679+104.7% | $117,039+161.8% | $147,585+107.6% |
| Participation rate | 42.9% | 83.5%-40.6pp | 77.2%-34.3pp | 82.8%-40.0pp |
| Annual return | 14.28% | 19.31%-5.0pp | 18.95%-4.7pp | 578.58%-564.3pp |
| Employer contribution / active EE | $1,768 | $4,937-64.2% | $3,785-53.3% | $4,876-63.7% |
| Participant deferral / active EE | $7,841 | $4,912+59.6% | $3,929+99.6% | $5,439+44.2% |
| Admin fee / account holder | $375 | $7,856-95.2% | $5,974-93.7% | $10,886-96.6% |