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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 | $363,781 | $144,130+152.4% | $117,861+208.7% | $147,586+146.5% |
| Participation rate | 34.8% | 83.4%-48.6pp | 79.7%-44.9pp | 82.8%-48.0pp |
| Annual return | 17.30% | 531.20%-513.9pp | 335.11%-317.8pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,174 | $4,897-76.0% | $3,786-69.0% | $4,876-75.9% |
| Participant deferral / active EE | $4,241 | $5,316-20.2% | $4,482-5.4% | $5,439-22.0% |
| Admin fee / account holder | $1,172 | $10,887-89.2% | $8,021-85.4% | $10,886-89.2% |