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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 | $150,412+124.8% | $120,574+180.4% | $145,884+131.8% |
| Participation rate | 33.3% | 78.8%-45.5pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | 12.06% | 154.50%-142.4pp | 107.42%-95.4pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,669 | $4,355-61.7% | $3,471-51.9% | $4,662-64.2% |
| Participant deferral / active EE | $2,195 | $6,175-64.4% | $4,996-56.1% | $6,690-67.2% |
| Admin fee / account holder | $2,724 | $12,224-77.7% | $9,445-71.2% | $13,392-79.7% |