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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 | $390,515 | $148,623+162.8% | $135,974+187.2% | $139,466+180.0% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 25.82% | 79.30%-53.5pp | 68.30%-42.5pp | 373.66%-347.8pp |
| Employer contribution / active EE | $2,118 | $5,246-59.6% | $4,859-56.4% | $4,754-55.5% |
| Participant deferral / active EE | $7,500 | $8,103-7.4% | $7,760-3.4% | $6,712+11.7% |
| Admin fee / account holder | $5,854 | $12,406-52.8% | $10,767-45.6% | $11,409-48.7% |