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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 | $441,585 | $148,623+197.1% | $135,974+224.8% | $139,466+216.6% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 24.02% | 79.30%-55.3pp | 68.30%-44.3pp | 373.66%-349.6pp |
| Employer contribution / active EE | $1,086 | $5,246-79.3% | $4,859-77.7% | $4,754-77.2% |
| Participant deferral / active EE | $5,700 | $8,103-29.7% | $7,760-26.5% | $6,712-15.1% |
| Admin fee / account holder | $5,791 | $12,406-53.3% | $10,767-46.2% | $11,409-49.2% |