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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 | $333,133 | $129,737+156.8% | $119,126+179.6% | $154,746+115.3% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 11.50% | 379.08%-367.6pp | 282.11%-270.6pp | 172.34%-160.8pp |
| Employer contribution / active EE | $1,069 | $4,375-75.6% | $4,034-73.5% | $4,379-75.6% |
| Participant deferral / active EE | $3,263 | $5,842-44.1% | $5,318-38.6% | $6,730-51.5% |
| Admin fee / account holder | $103,497 | $11,961+765.3% | $10,693+867.9% | $14,365+620.5% |