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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 | $283,378 | $112,112+152.8% | $95,956+195.3% | $158,950+78.3% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 15.57% | 171.15%-155.6pp | 91.63%-76.1pp | 302.91%-287.3pp |
| Employer contribution / active EE | $1,972 | $3,199-38.4% | $2,541-22.4% | $4,762-58.6% |
| Participant deferral / active EE | $5,588 | $4,784+16.8% | $4,167+34.1% | $5,983-6.6% |
| Admin fee / account holder | $2,277 | $10,134-77.5% | $6,797-66.5% | $11,248-79.8% |