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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 | $325,707 | $111,535+192.0% | $105,223+209.5% | $137,256+137.3% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 56.89% | 237.85%-181.0pp | 180.65%-123.8pp | 220.34%-163.4pp |
| Employer contribution / active EE | $1,877 | $3,939-52.4% | $3,689-49.1% | $4,156-54.8% |
| Participant deferral / active EE | $4,449 | $5,500-19.1% | $5,072-12.3% | $6,407-30.6% |
| Admin fee / account holder | $51,768 | $9,721+432.5% | $8,859+484.4% | $12,270+321.9% |