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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 | $405,829 | $106,918+279.6% | $84,021+383.0% | $152,897+165.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 22.57% | 105.01%-82.4pp | 71.32%-48.7pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,200 | $2,735-56.1% | $1,984-39.5% | $4,764-74.8% |
| Participant deferral / active EE | $6,000 | $4,012+49.5% | $3,239+85.2% | $5,851+2.5% |
| Admin fee / account holder | $4,828 | $8,288-41.7% | $6,102-20.9% | $11,599-58.4% |