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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 | $329,344 | $127,296+158.7% | $109,907+199.7% | $167,536+96.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 13.13% | 22.97%-9.8pp | 29.46%-16.3pp | 478.82%-465.7pp |
| Employer contribution / active EE | $822 | $3,325-75.3% | $2,844-71.1% | $4,839-83.0% |
| Participant deferral / active EE | $3,200 | $4,513-29.1% | $4,047-20.9% | $6,342-49.5% |
| Admin fee / account holder | $2,474 | $7,119-65.2% | $6,069-59.2% | $12,315-79.9% |