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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 | $313,529 | $154,193+103.3% | $130,045+141.1% | $139,466+124.8% |
| Participation rate | 46.7% | 82.0%-35.3pp | 78.5%-31.8pp | 80.3%-33.7pp |
| Annual return | 18.11% | 32.51%-14.4pp | -137.30%+155.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $1,928 | $5,292-63.6% | $4,321-55.4% | $4,754-59.4% |
| Participant deferral / active EE | $5,483 | $6,709-18.3% | $5,820-5.8% | $6,712-18.3% |
| Admin fee / account holder | $4,543 | $13,989-67.5% | $10,600-57.1% | $11,409-60.2% |