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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 | $291,089 | $102,385+184.3% | $147,080+97.9% | $80,935+259.7% |
| Participation rate | 41.7% | 75.9%-34.2pp | 82.2%-40.5pp | 67.7%-26.0pp |
| Annual return | 13.20% | 135.09%-121.9pp | 420.17%-407.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,756 | $3,717-52.8% | $4,933-64.4% | $2,757-36.3% |
| Participant deferral / active EE | $4,905 | $6,651-26.2% | $8,066-39.2% | $4,299+14.1% |
| Admin fee / account holder | $7,650 | $7,951-3.8% | $12,989-41.1% | $6,924+10.5% |