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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 | $378,445 | $127,790+196.1% | $106,555+255.2% | $167,536+125.9% |
| Participation rate | 40.0% | 78.3%-38.3pp | 76.1%-36.1pp | 82.1%-42.1pp |
| Annual return | 12.13% | 33.88%-21.7pp | 26.80%-14.7pp | 478.82%-466.7pp |
| Employer contribution / active EE | $1,506 | $3,428-56.1% | $2,819-46.6% | $4,839-68.9% |
| Participant deferral / active EE | $6,648 | $5,088+30.7% | $4,399+51.1% | $6,342+4.8% |
| Admin fee / account holder | $5,497 | $11,229-51.0% | $7,408-25.8% | $12,315-55.4% |