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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 | $385,043 | $96,678+298.3% | $86,640+344.4% | $139,466+176.1% |
| Participation rate | 16.7% | 74.4%-57.7pp | 71.7%-55.0pp | 80.3%-63.7pp |
| Annual return | 12.98% | 106.69%-93.7pp | 592.52%-579.5pp | 373.66%-360.7pp |
| Employer contribution / active EE | $1,011 | $3,265-69.0% | $3,024-66.6% | $4,754-78.7% |
| Participant deferral / active EE | $5,000 | $4,837+3.4% | $4,438+12.7% | $6,712-25.5% |
| Admin fee / account holder | $2,178 | $6,410-66.0% | $5,616-61.2% | $11,409-80.9% |