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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 | $318,309 | $85,060+274.2% | $70,565+351.1% | $139,487+128.2% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.4%-18.4pp | 80.3%-30.3pp |
| Annual return | 18.15% | 30.39%-12.2pp | 32.79%-14.6pp | 373.84%-355.7pp |
| Employer contribution / active EE | $1,862 | $3,912-52.4% | $2,976-37.4% | $4,755-60.8% |
| Participant deferral / active EE | $4,877 | $5,891-17.2% | $4,568+6.8% | $6,713-27.3% |
| Admin fee / account holder | $2,798 | $8,932-68.7% | $6,430-56.5% | $11,407-75.5% |