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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 | $305,990 | $148,623+105.9% | $135,974+125.0% | $139,466+119.4% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 36.07% | 79.30%-43.2pp | 68.30%-32.2pp | 373.66%-337.6pp |
| Employer contribution / active EE | $1,067 | $5,246-79.7% | $4,859-78.0% | $4,754-77.5% |
| Participant deferral / active EE | $4,177 | $8,103-48.5% | $7,760-46.2% | $6,712-37.8% |
| Admin fee / account holder | $7,415 | $12,406-40.2% | $10,767-31.1% | $11,409-35.0% |