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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 | $312,228 | $99,921+212.5% | $85,009+267.3% | $145,959+113.9% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 14.89% | 83.89%-69.0pp | 66.47%-51.6pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,147 | $3,233-64.5% | $2,728-58.0% | $4,661-75.4% |
| Participant deferral / active EE | $3,277 | $5,293-38.1% | $4,522-27.5% | $6,689-51.0% |
| Admin fee / account holder | $16,241 | $7,252+124.0% | $6,153+164.0% | $13,398+21.2% |