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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 | $372,433 | $176,071+111.5% | $159,450+133.6% | $167,497+122.4% |
| Participation rate | 37.5% | 84.9%-47.4pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 12.36% | 331.79%-319.4pp | 263.60%-251.2pp | 478.62%-466.3pp |
| Employer contribution / active EE | $1,207 | $5,298-77.2% | $4,830-75.0% | $4,838-75.1% |
| Participant deferral / active EE | $2,633 | $7,750-66.0% | $7,352-64.2% | $6,341-58.5% |
| Admin fee / account holder | $68,945 | $12,555+449.1% | $10,800+538.4% | $12,310+460.1% |