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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 | $338,145 | $150,435+124.8% | $120,580+180.4% | $145,897+131.8% |
| Participation rate | 33.3% | 78.8%-45.5pp | 72.0%-38.6pp | 80.3%-47.0pp |
| Annual return | 12.06% | 154.60%-142.5pp | 107.48%-95.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,669 | $4,352-61.7% | $3,469-51.9% | $4,663-64.2% |
| Participant deferral / active EE | $2,195 | $6,174-64.4% | $4,995-56.1% | $6,689-67.2% |
| Admin fee / account holder | $2,724 | $12,182-77.6% | $9,418-71.1% | $13,390-79.7% |