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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 | $454,560 | $115,814+292.5% | $101,275+348.8% | $158,982+185.9% |
| Participation rate | 34.8% | 79.4%-44.6pp | 75.8%-41.0pp | 82.0%-47.2pp |
| Annual return | 12.77% | 56.16%-43.4pp | 46.48%-33.7pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,885 | $4,176-54.8% | $3,660-48.5% | $4,763-60.4% |
| Participant deferral / active EE | $5,045 | $4,958+1.7% | $4,371+15.4% | $5,983-15.7% |
| Admin fee / account holder | $2,545 | $7,249-64.9% | $5,948-57.2% | $11,252-77.4% |