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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 | $329,854 | $157,304+109.7% | $141,197+133.6% | $152,909+115.7% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 22.75% | 64.34%-41.6pp | 71.41%-48.7pp | 345.46%-322.7pp |
| Employer contribution / active EE | $1,165 | $5,263-77.9% | $4,736-75.4% | $4,764-75.5% |
| Participant deferral / active EE | $7,570 | $7,111+6.5% | $6,710+12.8% | $5,851+29.4% |
| Admin fee / account holder | $1,996 | $12,126-83.5% | $10,265-80.6% | $11,601-82.8% |