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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 | $317,040 | $65,555+383.6% | $86,216+267.7% | $75,173+321.7% |
| Participation rate | 32.0% | 60.5%-28.5pp | 69.0%-37.0pp | 67.2%-35.2pp |
| Annual return | 21.34% | 46.07%-24.7pp | 1169.42%-1148.1pp | 160.72%-139.4pp |
| Employer contribution / active EE | $392 | $1,553-74.8% | $2,382-83.6% | $2,671-85.3% |
| Participant deferral / active EE | $1,388 | $3,023-54.1% | $3,986-65.2% | $4,126-66.4% |
| Admin fee / account holder | $22,011 | $5,469+302.5% | $6,853+221.2% | $5,651+289.5% |