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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 | $355,794 | $100,139+255.3% | $85,187+317.7% | $145,884+143.9% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 19.18% | 84.15%-65.0pp | 66.67%-47.5pp | 551.85%-532.7pp |
| Employer contribution / active EE | $1,125 | $3,238-65.3% | $2,732-58.8% | $4,662-75.9% |
| Participant deferral / active EE | $4,219 | $5,296-20.3% | $4,525-6.8% | $6,690-36.9% |
| Admin fee / account holder | $3,041 | $7,262-58.1% | $6,162-50.6% | $13,392-77.3% |