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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 | $351,807 | $107,363+227.7% | $92,909+278.7% | $152,897+130.1% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 22.40% | 145.63%-123.2pp | 109.44%-87.0pp | 345.43%-323.0pp |
| Employer contribution / active EE | $1,797 | $4,222-57.4% | $3,653-50.8% | $4,764-62.3% |
| Participant deferral / active EE | $6,321 | $4,848+30.4% | $4,238+49.1% | $5,851+8.0% |
| Admin fee / account holder | $1,559 | $7,082-78.0% | $5,795-73.1% | $11,599-86.6% |