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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 | $357,588 | $124,346+187.6% | $111,306+221.3% | $167,553+113.4% |
| Participation rate | 45.5% | 79.6%-34.2pp | 77.3%-31.9pp | 82.1%-36.7pp |
| Annual return | 22.45% | 37.46%-15.0pp | 54.67%-32.2pp | 478.89%-456.4pp |
| Employer contribution / active EE | $1,833 | $3,438-46.7% | $2,732-32.9% | $4,840-62.1% |
| Participant deferral / active EE | $5,829 | $5,182+12.5% | $4,488+29.9% | $6,343-8.1% |
| Admin fee / account holder | $11,770 | $10,623+10.8% | $7,966+47.8% | $12,316-4.4% |