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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 | $355,458 | $118,877+199.0% | $96,570+268.1% | $167,536+112.2% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 10.65% | 50.50%-39.8pp | 37.79%-27.1pp | 478.82%-468.2pp |
| Employer contribution / active EE | $1,137 | $3,121-63.6% | $2,357-51.8% | $4,839-76.5% |
| Participant deferral / active EE | $5,489 | $4,617+18.9% | $3,849+42.6% | $6,342-13.5% |
| Admin fee / account holder | $4,220 | $8,069-47.7% | $6,182-31.7% | $12,315-65.7% |