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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 | $416,366 | $157,304+164.7% | $141,197+194.9% | $152,909+172.3% |
| Participation rate | 30.0% | 84.8%-54.8pp | 82.5%-52.5pp | 82.5%-52.5pp |
| Annual return | 26.98% | 64.34%-37.4pp | 71.41%-44.4pp | 345.46%-318.5pp |
| Employer contribution / active EE | $1,857 | $5,263-64.7% | $4,736-60.8% | $4,764-61.0% |
| Participant deferral / active EE | $6,046 | $7,111-15.0% | $6,710-9.9% | $5,851+3.3% |
| Admin fee / account holder | $25,772 | $12,126+112.5% | $10,265+151.1% | $11,601+122.2% |