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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 | $343,482 | $154,193+122.8% | $130,045+164.1% | $139,466+146.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 19.76% | 32.51%-12.8pp | -137.30%+157.1pp | 373.66%-353.9pp |
| Employer contribution / active EE | $3,991 | $5,292-24.6% | $4,321-7.6% | $4,754-16.1% |
| Participant deferral / active EE | $6,883 | $6,709+2.6% | $5,820+18.3% | $6,712+2.5% |
| Admin fee / account holder | $8,220 | $13,989-41.2% | $10,600-22.5% | $11,409-27.9% |